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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,933 | $162,821+40.0% | $133,978+70.1% | $158,982+43.4% |
| Participation rate | 94.4% | 83.2%+11.2pp | 79.8%+14.6pp | 82.0%+12.5pp |
| Annual return | 22.61% | 41.95%-19.3pp | 45.10%-22.5pp | 302.99%-280.4pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $11,444 | $5,910+93.6% | $5,047+126.7% | $5,983+91.3% |
| Admin fee / account holder | $3,530 | $11,742-69.9% | $8,930-60.5% | $11,252-68.6% |