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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 | $157,987 | $102,385+54.3% | $147,080+7.4% | $80,935+95.2% |
| Participation rate | 94.9% | 75.9%+19.0pp | 82.2%+12.7pp | 67.7%+27.2pp |
| Annual return | 13.39% | 135.09%-121.7pp | 420.17%-406.8pp | 35.66%-22.3pp |
| Employer contribution / active EE | $3,885 | $3,717+4.5% | $4,933-21.2% | $2,757+40.9% |
| Participant deferral / active EE | $8,262 | $6,651+24.2% | $8,066+2.4% | $4,299+92.2% |
| Admin fee / account holder | $28,321 | $7,951+256.2% | $12,989+118.0% | $6,924+309.0% |