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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 | $153,980 | $85,171+80.8% | $172,752-10.9% | $72,975+111.0% |
| Participation rate | 96.7% | 70.1%+26.6pp | 82.6%+14.0pp | 69.5%+27.2pp |
| Annual return | 22.74% | 27.32%-4.6pp | 802.97%-780.2pp | 81.01%-58.3pp |
| Employer contribution / active EE | $9,460 | $3,324+184.6% | $5,144+83.9% | $2,440+287.7% |
| Participant deferral / active EE | $5,599 | $3,260+71.7% | $5,198+7.7% | $3,608+55.2% |
| Admin fee / account holder | $14,454 | $5,880+145.8% | $13,955+3.6% | $5,124+182.1% |