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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 | $126,338 | $96,388+31.1% | $80,627+56.7% | $139,466-9.4% |
| Participation rate | 88.9% | 73.6%+15.2pp | 67.0%+21.9pp | 80.3%+8.6pp |
| Annual return | 16.42% | 1352.08%-1335.7pp | 936.76%-920.3pp | 373.66%-357.2pp |
| Employer contribution / active EE | $12,746 | $3,260+291.0% | $2,723+368.1% | $4,754+168.1% |
| Participant deferral / active EE | $11,053 | $5,224+111.6% | $4,443+148.8% | $6,712+64.7% |
| Admin fee / account holder | $11,273 | $6,603+70.7% | $5,381+109.5% | $11,409-1.2% |