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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 | $179,333 | $102,429+75.1% | $147,096+21.9% | $80,925+121.6% |
| Participation rate | 94.0% | 75.9%+18.1pp | 82.2%+11.8pp | 67.7%+26.3pp |
| Annual return | 16.53% | 135.02%-118.5pp | 419.75%-403.2pp | 35.65%-19.1pp |
| Employer contribution / active EE | $4,459 | $3,716+20.0% | $4,936-9.7% | $2,756+61.8% |
| Participant deferral / active EE | $11,588 | $6,649+74.3% | $8,071+43.6% | $4,299+169.6% |
| Admin fee / account holder | $43,686 | $7,957+449.0% | $13,005+235.9% | $6,940+529.5% |