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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 | $235,158 | $102,429+129.6% | $147,096+59.9% | $80,925+190.6% |
| Participation rate | 89.2% | 75.9%+13.3pp | 82.2%+7.0pp | 67.7%+21.5pp |
| Annual return | 15.01% | 135.02%-120.0pp | 419.75%-404.7pp | 35.65%-20.6pp |
| Employer contribution / active EE | $11,098 | $3,716+198.7% | $4,936+124.8% | $2,756+302.6% |
| Participant deferral / active EE | $5,140 | $6,649-22.7% | $8,071-36.3% | $4,299+19.6% |
| Admin fee / account holder | $8,889 | $7,957+11.7% | $13,005-31.7% | $6,940+28.1% |