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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 | $176,045 | $102,422+71.9% | $147,117+19.7% | $80,959+117.4% |
| Participation rate | 93.2% | 75.9%+17.3pp | 82.2%+11.0pp | 67.7%+25.5pp |
| Annual return | 19.92% | 135.16%-115.2pp | 420.54%-400.6pp | 35.67%-15.8pp |
| Employer contribution / active EE | $4,663 | $3,717+25.4% | $4,932-5.5% | $2,757+69.1% |
| Participant deferral / active EE | $12,601 | $6,652+89.4% | $8,065+56.2% | $4,300+193.0% |
| Admin fee / account holder | $9,310 | $7,953+17.1% | $12,993-28.3% | $6,925+34.4% |