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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 | $220,741 | $105,198+109.8% | $159,455+38.4% | $85,856+157.1% |
| Participation rate | 94.4% | 75.8%+18.7pp | 82.8%+11.6pp | 69.3%+25.1pp |
| Annual return | 20.29% | 45.08%-24.8pp | 263.63%-243.3pp | 318.58%-298.3pp |
| Employer contribution / active EE | $2,751 | $3,319-17.1% | $4,830-43.0% | $2,565+7.2% |
| Participant deferral / active EE | $5,018 | $5,946-15.6% | $7,353-31.8% | $3,952+27.0% |
| Admin fee / account holder | $3,382 | $6,934-51.2% | $10,800-68.7% | $6,261-46.0% |