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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 | $209,636 | $102,422+104.7% | $147,117+42.5% | $80,959+158.9% |
| Participation rate | 89.2% | 75.9%+13.3pp | 82.2%+7.0pp | 67.7%+21.5pp |
| Annual return | 19.94% | 135.16%-115.2pp | 420.54%-400.6pp | 35.67%-15.7pp |
| Employer contribution / active EE | $3,070 | $3,717-17.4% | $4,932-37.8% | $2,757+11.3% |
| Participant deferral / active EE | $12,995 | $6,652+95.4% | $8,065+61.1% | $4,300+202.2% |
| Admin fee / account holder | $3,276 | $7,953-58.8% | $12,993-74.8% | $6,925-52.7% |