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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 | $165,207 | $55,423+198.1% | $155,602+6.2% | $74,400+122.1% |
| Participation rate | 86.1% | 61.9%+24.2pp | 78.2%+7.9pp | 67.2%+18.9pp |
| Annual return | 12.72% | 269.07%-256.3pp | 64.81%-52.1pp | 1367.51%-1354.8pp |
| Employer contribution / active EE | $8,788 | $2,266+287.9% | $4,675+88.0% | $2,624+234.8% |
| Participant deferral / active EE | $5,623 | $2,835+98.4% | $5,629-0.1% | $4,348+29.3% |
| Admin fee / account holder | $12,390 | $1,744+610.2% | $15,923-22.2% | $1,944+537.5% |