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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 | $203,041 | $108,911+86.4% | $100,392+102.2% | $145,884+39.2% |
| Participation rate | 91.7% | 83.0%+8.7pp | 81.5%+10.2pp | 80.3%+11.4pp |
| Annual return | 16.24% | 58.23%-42.0pp | 49.45%-33.2pp | 551.85%-535.6pp |
| Employer contribution / active EE | $9,285 | $4,420+110.1% | $3,941+135.6% | $4,662+99.2% |
| Participant deferral / active EE | $13,617 | $8,459+61.0% | $8,090+68.3% | $6,690+103.5% |
| Admin fee / account holder | $22,199 | $9,698+128.9% | $7,904+180.9% | $13,392+65.8% |