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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 | $170,352 | $61,787+175.7% | $97,197+75.3% | $80,925+110.5% |
| Participation rate | 74.1% | 63.5%+10.6pp | 72.7%+1.4pp | 67.7%+6.4pp |
| Annual return | 18.13% | -558.16%+576.3pp | 75.47%-57.3pp | 35.65%-17.5pp |
| Employer contribution / active EE | $4,132 | $1,836+125.1% | $2,723+51.8% | $2,756+49.9% |
| Participant deferral / active EE | $8,473 | $3,027+179.9% | $4,263+98.8% | $4,299+97.1% |
| Admin fee / account holder | $9,248 | $5,170+78.9% | $5,637+64.1% | $6,940+33.3% |