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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 | $201,317 | $102,385+96.6% | $147,080+36.9% | $80,935+148.7% |
| Participation rate | 97.7% | 75.9%+21.8pp | 82.2%+15.5pp | 67.7%+30.0pp |
| Annual return | 18.93% | 135.09%-116.2pp | 420.17%-401.2pp | 35.66%-16.7pp |
| Employer contribution / active EE | $5,997 | $3,717+61.3% | $4,933+21.6% | $2,757+117.5% |
| Participant deferral / active EE | $9,732 | $6,651+46.3% | $8,066+20.6% | $4,299+126.3% |
| Admin fee / account holder | $5,584 | $7,951-29.8% | $12,989-57.0% | $6,924-19.4% |