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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 | $245,292 | $78,690+211.7% | $161,489+51.9% | $87,485+180.4% |
| Participation rate | 95.9% | 67.5%+28.4pp | 78.7%+17.2pp | 68.9%+27.0pp |
| Annual return | 17.58% | 32.74%-15.2pp | 89.72%-72.1pp | 26.06%-8.5pp |
| Employer contribution / active EE | $14,163 | $2,588+447.2% | $4,268+231.8% | $2,596+445.5% |
| Participant deferral / active EE | $10,979 | $3,311+231.6% | $5,630+95.0% | $4,274+156.9% |
| Admin fee / account holder | $62,679 | $6,724+832.2% | $16,006+291.6% | $7,775+706.2% |