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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 | $130,946 | $100,041+30.9% | $149,718-12.5% | $70,131+86.7% |
| Participation rate | 91.8% | 83.6%+8.2pp | 87.1%+4.8pp | 69.5%+22.3pp |
| Annual return | 33.69% | 27.43%+6.3pp | 1501.70%-1468.0pp | 73.14%-39.4pp |
| Employer contribution / active EE | $7,983 | $3,662+118.0% | $5,444+46.6% | $2,342+240.8% |
| Participant deferral / active EE | $14,775 | $4,983+196.5% | $6,568+124.9% | $3,332+343.5% |
| Admin fee / account holder | $7,008 | $8,286-15.4% | $11,283-37.9% | $4,645+50.9% |