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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 | $90,530+85.0% | $76,030+120.3% | $145,897+14.8% |
| Participation rate | 92.9% | 74.4%+18.4pp | 69.1%+23.8pp | 80.3%+12.6pp |
| Annual return | 17.80% | 625.08%-607.3pp | 361.54%-343.7pp | 552.29%-534.5pp |
| Employer contribution / active EE | $3,716 | $3,319+11.9% | $2,688+38.3% | $4,663-20.3% |
| Participant deferral / active EE | $5,625 | $5,164+8.9% | $4,257+32.1% | $6,689-15.9% |
| Admin fee / account holder | $11,194 | $8,383+33.5% | $6,421+74.3% | $13,390-16.4% |