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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 | $182,331 | $80,812+125.6% | $160,784+13.4% | $82,448+121.1% |
| Participation rate | 90.0% | 66.2%+23.8pp | 77.0%+13.0pp | 68.1%+21.9pp |
| Annual return | 17.22% | 100.59%-83.4pp | 1803.92%-1786.7pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,717 | $2,174-21.0% | $3,733-54.0% | $2,551-32.7% |
| Participant deferral / active EE | $11,590 | $4,335+167.3% | $6,293+84.2% | $4,139+180.0% |
| Admin fee / account holder | $4,200 | $7,695-45.4% | $9,717-56.8% | $7,234-41.9% |