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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 | $179,930 | $98,776+82.2% | $149,745+20.2% | $79,856+125.3% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.5%+8.4pp | 69.6%+21.3pp |
| Annual return | 16.91% | 27.38%-10.5pp | 276.72%-259.8pp | 31.71%-14.8pp |
| Employer contribution / active EE | $4,179 | $3,217+29.9% | $4,646-10.1% | $2,471+69.1% |
| Participant deferral / active EE | $13,266 | $5,681+133.5% | $6,843+93.9% | $3,741+254.7% |
| Admin fee / account holder | $41,124 | $6,053+579.4% | $9,312+341.6% | $5,306+675.0% |