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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 | $217,449 | $85,171+155.3% | $172,752+25.9% | $72,975+198.0% |
| Participation rate | 74.1% | 70.1%+4.0pp | 82.6%-8.6pp | 69.5%+4.6pp |
| Annual return | 21.54% | 27.32%-5.8pp | 802.97%-781.4pp | 81.01%-59.5pp |
| Employer contribution / active EE | $5,360 | $3,324+61.2% | $5,144+4.2% | $2,440+119.6% |
| Participant deferral / active EE | $3,622 | $3,260+11.1% | $5,198-30.3% | $3,608+0.4% |
| Admin fee / account holder | $10,096 | $5,880+71.7% | $13,955-27.7% | $5,124+97.0% |