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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 | $196,383 | $102,393+91.8% | $147,041+33.6% | $80,911+142.7% |
| Participation rate | 91.1% | 75.9%+15.2pp | 82.2%+8.9pp | 67.6%+23.4pp |
| Annual return | 12.27% | 134.95%-122.7pp | 419.21%-406.9pp | 35.63%-23.4pp |
| Employer contribution / active EE | $5,236 | $3,715+40.9% | $4,935+6.1% | $2,756+90.0% |
| Participant deferral / active EE | $9,207 | $6,647+38.5% | $8,071+14.1% | $4,297+114.2% |
| Admin fee / account holder | $4,732 | $7,943-40.4% | $13,006-63.6% | $6,935-31.8% |