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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 | $200,219 | $85,766+133.4% | $136,298+46.9% | $70,126+185.5% |
| Participation rate | 97.1% | 74.2%+22.9pp | 81.9%+15.1pp | 69.5%+27.5pp |
| Annual return | 20.00% | 31.46%-11.5pp | 5156.27%-5136.3pp | 73.15%-53.1pp |
| Employer contribution / active EE | $5,244 | $2,966+76.8% | $4,696+11.7% | $2,343+123.9% |
| Participant deferral / active EE | $9,795 | $5,051+93.9% | $6,247+56.8% | $3,332+194.0% |
| Admin fee / account holder | $24,059 | $5,421+343.8% | $9,244+160.3% | $4,645+417.9% |