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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 | $234,175 | $132,634+76.6% | $115,768+102.3% | $137,256+70.6% |
| Participation rate | 93.8% | 77.9%+15.9pp | 74.4%+19.4pp | 80.0%+13.8pp |
| Annual return | 14.89% | 160.70%-145.8pp | 100.46%-85.6pp | 220.34%-205.5pp |
| Employer contribution / active EE | $3,500 | $3,360+4.2% | $2,940+19.1% | $4,156-15.8% |
| Participant deferral / active EE | $5,959 | $5,619+6.1% | $4,917+21.2% | $6,407-7.0% |
| Admin fee / account holder | $2,390 | $15,028-84.1% | $12,439-80.8% | $12,270-80.5% |