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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 | $196,241 | $85,766+128.8% | $136,298+44.0% | $70,126+179.8% |
| Participation rate | 77.8% | 74.2%+3.6pp | 81.9%-4.1pp | 69.5%+8.2pp |
| Annual return | 15.27% | 31.46%-16.2pp | 5156.27%-5141.0pp | 73.15%-57.9pp |
| Employer contribution / active EE | $8,405 | $2,966+183.4% | $4,696+79.0% | $2,343+258.8% |
| Participant deferral / active EE | $12,785 | $5,051+153.1% | $6,247+104.7% | $3,332+283.7% |
| Admin fee / account holder | $1,000 | $5,421-81.6% | $9,244-89.2% | $4,645-78.5% |