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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 | $144,742 | $96,678+49.7% | $86,640+67.1% | $139,466+3.8% |
| Participation rate | 81.8% | 74.4%+7.4pp | 71.7%+10.1pp | 80.3%+1.5pp |
| Annual return | 20.11% | 106.69%-86.6pp | 592.52%-572.4pp | 373.66%-353.6pp |
| Employer contribution / active EE | $2,429 | $3,265-25.6% | $3,024-19.7% | $4,754-48.9% |
| Participant deferral / active EE | $11,727 | $4,837+142.5% | $4,438+164.2% | $6,712+74.7% |
| Admin fee / account holder | $3,034 | $6,410-52.7% | $5,616-46.0% | $11,409-73.4% |