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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 | $167,780 | $125,184+34.0% | $105,607+58.9% | $145,884+15.0% |
| Participation rate | 88.2% | 77.6%+10.6pp | 75.3%+13.0pp | 80.3%+7.9pp |
| Annual return | 11.24% | 225.00%-213.8pp | 116.11%-104.9pp | 551.85%-540.6pp |
| Employer contribution / active EE | $15,413 | $3,720+314.3% | $3,167+386.7% | $4,662+230.6% |
| Participant deferral / active EE | $8,393 | $5,714+46.9% | $5,011+67.5% | $6,690+25.5% |
| Admin fee / account holder | $54,035 | $17,133+215.4% | $10,958+393.1% | $13,392+303.5% |