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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 | $164,045 | $85,766+91.3% | $136,298+20.4% | $70,126+133.9% |
| Participation rate | 96.3% | 74.2%+22.1pp | 81.9%+14.4pp | 69.5%+26.8pp |
| Annual return | 14.38% | 31.46%-17.1pp | 5156.27%-5141.9pp | 73.15%-58.8pp |
| Employer contribution / active EE | $6,221 | $2,966+109.7% | $4,696+32.5% | $2,343+165.6% |
| Participant deferral / active EE | $11,699 | $5,051+131.6% | $6,247+87.3% | $3,332+251.1% |
| Admin fee / account holder | $9,417 | $5,421+73.7% | $9,244+1.9% | $4,645+102.7% |