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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 | $210,645 | $102,429+105.6% | $147,096+43.2% | $80,925+160.3% |
| Participation rate | 98.5% | 75.9%+22.6pp | 82.2%+16.3pp | 67.7%+30.8pp |
| Annual return | 25.80% | 135.02%-109.2pp | 419.75%-393.9pp | 35.65%-9.8pp |
| Employer contribution / active EE | $11,666 | $3,716+214.0% | $4,936+136.4% | $2,756+323.3% |
| Participant deferral / active EE | $16,740 | $6,649+151.8% | $8,071+107.4% | $4,299+289.4% |
| Admin fee / account holder | $22,048 | $7,957+177.1% | $13,005+69.5% | $6,940+217.7% |