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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 | $196,960 | $91,537+115.2% | $130,045+51.5% | $75,173+162.0% |
| Participation rate | 97.8% | 71.5%+26.3pp | 78.5%+19.3pp | 67.2%+30.6pp |
| Annual return | 17.43% | -631.55%+649.0pp | -137.30%+154.7pp | 160.72%-143.3pp |
| Employer contribution / active EE | $2,071 | $2,845-27.2% | $4,321-52.1% | $2,671-22.4% |
| Participant deferral / active EE | $7,873 | $4,343+81.3% | $5,820+35.3% | $4,126+90.8% |
| Admin fee / account holder | $12,893 | $6,780+90.2% | $10,600+21.6% | $5,651+128.2% |