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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 | $186,392 | $123,859+50.5% | $69,632+167.7% | $145,897+27.8% |
| Participation rate | 93.3% | 69.2%+24.1pp | 66.4%+26.9pp | 80.3%+13.0pp |
| Annual return | 14.92% | 192.49%-177.6pp | 101.32%-86.4pp | 552.29%-537.4pp |
| Employer contribution / active EE | $2,497 | $2,673-6.6% | $1,708+46.2% | $4,663-46.4% |
| Participant deferral / active EE | $4,588 | $4,242+8.1% | $2,889+58.8% | $6,689-31.4% |
| Admin fee / account holder | $1,323 | $7,817-83.1% | $4,695-71.8% | $13,390-90.1% |