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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 | $238,861 | $102,422+133.2% | $147,117+62.4% | $80,959+195.0% |
| Participation rate | 83.3% | 75.9%+7.5pp | 82.2%+1.1pp | 67.7%+15.7pp |
| Annual return | 15.58% | 135.16%-119.6pp | 420.54%-405.0pp | 35.67%-20.1pp |
| Employer contribution / active EE | $3,058 | $3,717-17.7% | $4,932-38.0% | $2,757+10.9% |
| Participant deferral / active EE | $9,214 | $6,652+38.5% | $8,065+14.3% | $4,300+114.3% |
| Admin fee / account holder | $20,734 | $7,953+160.7% | $12,993+59.6% | $6,925+199.4% |