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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 | $190,214 | $102,422+85.7% | $147,117+29.3% | $80,959+135.0% |
| Participation rate | 97.9% | 75.9%+22.1pp | 82.2%+15.8pp | 67.7%+30.3pp |
| Annual return | 12.90% | 135.16%-122.3pp | 420.54%-407.6pp | 35.67%-22.8pp |
| Employer contribution / active EE | $6,100 | $3,717+64.1% | $4,932+23.7% | $2,757+121.3% |
| Participant deferral / active EE | $10,436 | $6,652+56.9% | $8,065+29.4% | $4,300+142.7% |
| Admin fee / account holder | $1,983 | $7,953-75.1% | $12,993-84.7% | $6,925-71.4% |