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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 | $230,290 | $101,499+126.9% | $147,005+56.7% | $74,546+208.9% |
| Participation rate | 90.5% | 75.5%+14.9pp | 82.2%+8.3pp | 67.2%+23.3pp |
| Annual return | 16.27% | 8732.34%-8716.1pp | 418.76%-402.5pp | 1366.03%-1349.8pp |
| Employer contribution / active EE | $2,139 | $3,811-43.9% | $4,934-56.6% | $2,624-18.5% |
| Participant deferral / active EE | $8,485 | $7,304+16.2% | $8,070+5.1% | $4,347+95.2% |
| Admin fee / account holder | $23,864 | $1,748+1265.3% | $13,006+83.5% | $1,944+1127.8% |