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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 | $111,023 | $65,566+69.3% | $86,235+28.7% | $75,177+47.7% |
| Participation rate | 92.7% | 60.5%+32.2pp | 69.0%+23.7pp | 67.2%+25.5pp |
| Annual return | 16.56% | 46.07%-29.5pp | 1170.03%-1153.5pp | 160.75%-144.2pp |
| Employer contribution / active EE | $5,001 | $1,553+222.0% | $2,381+110.0% | $2,671+87.2% |
| Participant deferral / active EE | $5,710 | $3,023+88.9% | $3,987+43.2% | $4,126+38.4% |
| Admin fee / account holder | $1,612 | $5,470-70.5% | $6,856-76.5% | $5,651-71.5% |