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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 | $113,297 | $85,766+32.1% | $136,298-16.9% | $70,126+61.6% |
| Participation rate | 76.2% | 74.2%+2.0pp | 81.9%-5.7pp | 69.5%+6.7pp |
| Annual return | 21.29% | 31.46%-10.2pp | 5156.27%-5135.0pp | 73.15%-51.9pp |
| Employer contribution / active EE | $7,499 | $2,966+152.8% | $4,696+59.7% | $2,343+220.1% |
| Participant deferral / active EE | $4,706 | $5,051-6.8% | $6,247-24.7% | $3,332+41.2% |
| Admin fee / account holder | $1,554 | $5,421-71.3% | $9,244-83.2% | $4,645-66.6% |