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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 | $157,392 | $90,489+73.9% | $76,051+107.0% | $145,978+7.8% |
| Participation rate | 76.9% | 74.5%+2.4pp | 69.1%+7.8pp | 80.3%-3.4pp |
| Annual return | 9.28% | 622.78%-613.5pp | 360.42%-351.1pp | 550.52%-541.2pp |
| Employer contribution / active EE | $6,806 | $3,319+105.0% | $2,690+153.0% | $4,662+46.0% |
| Participant deferral / active EE | $4,572 | $5,164-11.5% | $4,257+7.4% | $6,690-31.7% |
| Admin fee / account holder | $9,721 | $8,374+16.1% | $6,416+51.5% | $13,400-27.5% |