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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 | $152,009 | $99,921+52.1% | $85,009+78.8% | $145,959+4.1% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 10.39% | 83.89%-73.5pp | 66.47%-56.1pp | 561.95%-551.6pp |
| Employer contribution / active EE | $4,188 | $3,233+29.5% | $2,728+53.5% | $4,661-10.1% |
| Participant deferral / active EE | $11,667 | $5,293+120.4% | $4,522+158.0% | $6,689+74.4% |
| Admin fee / account holder | $4,220 | $7,252-41.8% | $6,153-31.4% | $13,398-68.5% |