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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 | $216,472 | $114,130+89.7% | $96,192+125.0% | $167,553+29.2% |
| Participation rate | 90.0% | 75.1%+14.9pp | 68.4%+21.6pp | 82.1%+7.9pp |
| Annual return | 12.95% | 190.07%-177.1pp | 192.09%-179.1pp | 478.89%-465.9pp |
| Employer contribution / active EE | $2,214 | $3,431-35.5% | $2,799-20.9% | $4,840-54.3% |
| Participant deferral / active EE | $9,029 | $5,198+73.7% | $4,351+107.5% | $6,343+42.4% |
| Admin fee / account holder | $51,497 | $6,901+646.2% | $5,539+829.7% | $12,316+318.1% |