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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 | $176,534 | $65,555+169.3% | $86,216+104.8% | $75,173+134.8% |
| Participation rate | 86.0% | 60.5%+25.6pp | 69.0%+17.1pp | 67.2%+18.8pp |
| Annual return | 18.23% | 46.07%-27.8pp | 1169.42%-1151.2pp | 160.72%-142.5pp |
| Employer contribution / active EE | $5,178 | $1,553+233.4% | $2,382+117.4% | $2,671+93.9% |
| Participant deferral / active EE | $3,282 | $3,023+8.6% | $3,986-17.7% | $4,126-20.4% |
| Admin fee / account holder | $1,202 | $5,469-78.0% | $6,853-82.5% | $5,651-78.7% |