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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 | $191,589 | $115,814+65.4% | $101,275+89.2% | $158,982+20.5% |
| Participation rate | 95.8% | 79.4%+16.5pp | 75.8%+20.0pp | 82.0%+13.9pp |
| Annual return | 8.66% | 56.16%-47.5pp | 46.48%-37.8pp | 302.99%-294.3pp |
| Employer contribution / active EE | $11,938 | $4,176+185.9% | $3,660+226.2% | $4,763+150.6% |
| Participant deferral / active EE | $8,239 | $4,958+66.2% | $4,371+88.5% | $5,983+37.7% |
| Admin fee / account holder | $56,540 | $7,249+680.0% | $5,948+850.6% | $11,252+402.5% |