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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 | $193,013 | $102,385+88.5% | $147,080+31.2% | $80,935+138.5% |
| Participation rate | 81.3% | 75.9%+5.4pp | 82.2%-0.9pp | 67.7%+13.6pp |
| Annual return | 15.03% | 135.09%-120.1pp | 420.17%-405.1pp | 35.66%-20.6pp |
| Employer contribution / active EE | $5,957 | $3,717+60.3% | $4,933+20.8% | $2,757+116.1% |
| Participant deferral / active EE | $13,787 | $6,651+107.3% | $8,066+70.9% | $4,299+220.7% |
| Admin fee / account holder | $10,110 | $7,951+27.1% | $12,989-22.2% | $6,924+46.0% |