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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 | $153,628 | $100,041+53.6% | $149,718+2.6% | $70,131+119.1% |
| Participation rate | 97.7% | 83.6%+14.1pp | 87.1%+10.6pp | 69.5%+28.1pp |
| Annual return | 17.02% | 27.43%-10.4pp | 1501.70%-1484.7pp | 73.14%-56.1pp |
| Employer contribution / active EE | $8,714 | $3,662+138.0% | $5,444+60.0% | $2,342+272.0% |
| Participant deferral / active EE | $9,305 | $4,983+86.7% | $6,568+41.7% | $3,332+179.3% |
| Admin fee / account holder | $11,835 | $8,286+42.8% | $11,283+4.9% | $4,645+154.8% |