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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 | $168,438 | $68,412+146.2% | $94,679+77.9% | $75,181+124.0% |
| Participation rate | 88.4% | 76.1%+12.3pp | 80.8%+7.5pp | 67.2%+21.2pp |
| Annual return | 17.35% | 616.91%-599.6pp | 156.75%-139.4pp | 160.69%-143.3pp |
| Employer contribution / active EE | $3,525 | $2,701+30.5% | $3,673-4.0% | $2,671+32.0% |
| Participant deferral / active EE | $8,583 | $6,537+31.3% | $7,417+15.7% | $4,126+108.0% |
| Admin fee / account holder | $18,615 | $5,326+249.5% | $7,233+157.4% | $5,650+229.5% |