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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 | $195,230 | $90,691+115.3% | $76,119+156.5% | $145,884+33.8% |
| Participation rate | 93.3% | 74.5%+18.9pp | 69.1%+24.3pp | 80.3%+13.0pp |
| Annual return | 15.17% | 624.52%-609.3pp | 361.25%-346.1pp | 551.85%-536.7pp |
| Employer contribution / active EE | $4,179 | $3,329+25.5% | $2,693+55.2% | $4,662-10.4% |
| Participant deferral / active EE | $10,423 | $5,167+101.7% | $4,259+144.7% | $6,690+55.8% |
| Admin fee / account holder | $11,446 | $8,383+36.5% | $6,421+78.2% | $13,392-14.5% |