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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 | $190,898 | $68,097+180.3% | $62,929+203.4% | $137,256+39.1% |
| Participation rate | 88.9% | 77.4%+11.4pp | 73.1%+15.8pp | 80.0%+8.9pp |
| Annual return | 14.21% | 1859.11%-1844.9pp | 1063.93%-1049.7pp | 220.34%-206.1pp |
| Employer contribution / active EE | $6,695 | $2,811+138.2% | $2,505+167.3% | $4,156+61.1% |
| Participant deferral / active EE | $6,168 | $4,553+35.5% | $3,888+58.6% | $6,407-3.7% |
| Admin fee / account holder | $3,425 | $6,521-47.5% | $5,065-32.4% | $12,270-72.1% |