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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 | $237,670 | $172,111+38.1% | $150,298+58.1% | $137,256+73.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.32% | 69.37%-54.1pp | 62.79%-47.5pp | 220.34%-205.0pp |
| Employer contribution / active EE | $3,207 | $4,636-30.8% | $4,154-22.8% | $4,156-22.8% |
| Participant deferral / active EE | $5,733 | $6,166-7.0% | $5,453+5.1% | $6,407-10.5% |
| Admin fee / account holder | $45,499 | $16,471+176.2% | $14,116+222.3% | $12,270+270.8% |