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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 | $167,867 | $102,422+63.9% | $147,117+14.1% | $80,959+107.3% |
| Participation rate | 97.8% | 75.9%+21.9pp | 82.2%+15.6pp | 67.7%+30.1pp |
| Annual return | 14.08% | 135.16%-121.1pp | 420.54%-406.5pp | 35.67%-21.6pp |
| Employer contribution / active EE | $6,178 | $3,717+66.2% | $4,932+25.3% | $2,757+124.1% |
| Participant deferral / active EE | $6,689 | $6,652+0.5% | $8,065-17.1% | $4,300+55.5% |
| Admin fee / account holder | $15,763 | $7,953+98.2% | $12,993+21.3% | $6,925+127.6% |