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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 | $168,573 | $98,760+70.7% | $149,715+12.6% | $79,858+111.1% |
| Participation rate | 86.0% | 75.8%+10.3pp | 82.5%+3.6pp | 69.6%+16.4pp |
| Annual return | 12.40% | 27.43%-15.0pp | 276.66%-264.3pp | 31.72%-19.3pp |
| Employer contribution / active EE | $6,888 | $3,217+114.1% | $4,645+48.3% | $2,471+178.8% |
| Participant deferral / active EE | $4,870 | $5,681-14.3% | $6,842-28.8% | $3,740+30.2% |
| Admin fee / account holder | $28,527 | $6,053+371.3% | $9,310+206.4% | $5,306+437.6% |