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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 | $102,385+85.8% | $147,080+29.3% | $80,935+135.0% |
| Participation rate | 97.9% | 75.9%+22.1pp | 82.2%+15.8pp | 67.7%+30.3pp |
| Annual return | 12.90% | 135.09%-122.2pp | 420.17%-407.3pp | 35.66%-22.8pp |
| Employer contribution / active EE | $6,100 | $3,717+64.1% | $4,933+23.7% | $2,757+121.3% |
| Participant deferral / active EE | $10,436 | $6,651+56.9% | $8,066+29.4% | $4,299+142.7% |
| Admin fee / account holder | $1,983 | $7,951-75.1% | $12,989-84.7% | $6,924-71.4% |