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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 | $176,258 | $137,414+28.3% | $189,537-7.0% | $85,847+105.3% |
| Participation rate | 94.6% | 84.6%+10.0pp | 87.8%+6.8pp | 69.3%+25.2pp |
| Annual return | 16.52% | 38.14%-21.6pp | 555.34%-538.8pp | 318.61%-302.1pp |
| Employer contribution / active EE | $8,173 | $4,344+88.1% | $6,161+32.7% | $2,565+218.6% |
| Participant deferral / active EE | $14,844 | $6,260+137.1% | $8,220+80.6% | $3,952+275.6% |
| Admin fee / account holder | $6,166 | $8,630-28.6% | $12,048-48.8% | $6,261-1.5% |