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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 | $140,190 | $65,440+114.2% | $98,506+42.3% | $85,851+63.3% |
| Participation rate | 95.0% | 65.0%+30.0pp | 73.3%+21.7pp | 69.3%+25.7pp |
| Annual return | 15.83% | 21.75%-5.9pp | 1494.92%-1479.1pp | 318.63%-302.8pp |
| Employer contribution / active EE | $2,826 | $2,169+30.3% | $2,961-4.6% | $2,565+10.1% |
| Participant deferral / active EE | $6,924 | $3,168+118.6% | $4,277+61.9% | $3,952+75.2% |
| Admin fee / account holder | $7,595 | $4,596+65.3% | $5,955+27.5% | $6,261+21.3% |