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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 | $87,087 | $73,546+18.4% | $63,018+38.2% | $147,586-41.0% |
| Participation rate | 95.5% | 77.9%+17.6pp | 74.8%+20.7pp | 82.8%+12.6pp |
| Annual return | 12.43% | 175.56%-163.1pp | 87.62%-75.2pp | 578.59%-566.2pp |
| Employer contribution / active EE | $5,518 | $3,324+66.0% | $2,761+99.9% | $4,876+13.2% |
| Participant deferral / active EE | $5,398 | $4,185+29.0% | $3,330+62.1% | $5,439-0.7% |
| Admin fee / account holder | $12,143 | $5,956+103.9% | $3,601+237.2% | $10,886+11.5% |