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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 | $249,354 | $91,537+172.4% | $130,045+91.7% | $75,173+231.7% |
| Participation rate | 89.7% | 71.5%+18.3pp | 78.5%+11.2pp | 67.2%+22.5pp |
| Annual return | 15.94% | -631.55%+647.5pp | -137.30%+153.2pp | 160.72%-144.8pp |
| Employer contribution / active EE | $6,617 | $2,845+132.6% | $4,321+53.1% | $2,671+147.8% |
| Participant deferral / active EE | $15,171 | $4,343+249.3% | $5,820+160.7% | $4,126+267.7% |
| Admin fee / account holder | $80,551 | $6,780+1088.1% | $10,600+659.9% | $5,651+1325.5% |