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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 | $246,783 | $102,429+140.9% | $147,096+67.8% | $80,925+205.0% |
| Participation rate | 97.1% | 75.9%+21.2pp | 82.2%+14.9pp | 67.7%+29.4pp |
| Annual return | 18.63% | 135.02%-116.4pp | 419.75%-401.1pp | 35.65%-17.0pp |
| Employer contribution / active EE | $5,069 | $3,716+36.4% | $4,936+2.7% | $2,756+83.9% |
| Participant deferral / active EE | $12,985 | $6,649+95.3% | $8,071+60.9% | $4,299+202.1% |
| Admin fee / account holder | $1,960 | $7,957-75.4% | $13,005-84.9% | $6,940-71.8% |