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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 | $205,664 | $144,130+42.7% | $117,861+74.5% | $147,586+39.4% |
| Participation rate | 92.3% | 83.4%+8.9pp | 79.7%+12.6pp | 82.8%+9.5pp |
| Annual return | 19.70% | 531.20%-511.5pp | 335.11%-315.4pp | 578.59%-558.9pp |
| Employer contribution / active EE | $4,476 | $4,897-8.6% | $3,786+18.2% | $4,876-8.2% |
| Participant deferral / active EE | $3,224 | $5,316-39.4% | $4,482-28.1% | $5,439-40.7% |
| Admin fee / account holder | $3,800 | $10,887-65.1% | $8,021-52.6% | $10,886-65.1% |