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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 | $186,220 | $100,033+86.2% | $149,716+24.4% | $70,124+165.6% |
| Participation rate | 93.1% | 83.6%+9.5pp | 87.1%+6.0pp | 69.5%+23.6pp |
| Annual return | 17.15% | 27.43%-10.3pp | 1501.67%-1484.5pp | 73.14%-56.0pp |
| Employer contribution / active EE | $4,671 | $3,661+27.6% | $5,444-14.2% | $2,342+99.4% |
| Participant deferral / active EE | $4,208 | $4,982-15.5% | $6,568-35.9% | $3,332+26.3% |
| Admin fee / account holder | $5,379 | $8,285-35.1% | $11,282-52.3% | $4,645+15.8% |