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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 | $167,487 | $90,614+84.8% | $76,089+120.1% | $145,877+14.8% |
| Participation rate | 92.9% | 74.5%+18.4pp | 69.1%+23.8pp | 80.3%+12.6pp |
| Annual return | 17.80% | 623.80%-606.0pp | 360.94%-343.1pp | 551.28%-533.5pp |
| Employer contribution / active EE | $3,716 | $3,324+11.8% | $2,690+38.1% | $4,663-20.3% |
| Participant deferral / active EE | $5,625 | $5,168+8.8% | $4,259+32.1% | $6,691-15.9% |
| Admin fee / account holder | $11,194 | $8,376+33.6% | $6,418+74.4% | $13,402-16.5% |