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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 | $177,623 | $85,766+107.1% | $136,298+30.3% | $70,126+153.3% |
| Participation rate | 94.1% | 74.2%+20.0pp | 81.9%+12.2pp | 69.5%+24.6pp |
| Annual return | 17.11% | 31.46%-14.3pp | 5156.27%-5139.2pp | 73.15%-56.0pp |
| Employer contribution / active EE | $4,610 | $2,966+55.4% | $4,696-1.8% | $2,343+96.8% |
| Participant deferral / active EE | $9,222 | $5,051+82.6% | $6,247+47.6% | $3,332+176.8% |
| Admin fee / account holder | $2,070 | $5,421-61.8% | $9,244-77.6% | $4,645-55.4% |