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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 | $183,758 | $102,429+79.4% | $147,096+24.9% | $80,925+127.1% |
| Participation rate | 94.7% | 75.9%+18.9pp | 82.2%+12.6pp | 67.7%+27.1pp |
| Annual return | 12.64% | 135.02%-122.4pp | 419.75%-407.1pp | 35.65%-23.0pp |
| Employer contribution / active EE | $3,595 | $3,716-3.2% | $4,936-27.2% | $2,756+30.4% |
| Participant deferral / active EE | $14,019 | $6,649+110.9% | $8,071+73.7% | $4,299+226.1% |
| Admin fee / account holder | $29,580 | $7,957+271.8% | $13,005+127.4% | $6,940+326.2% |