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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 | $127,595 | $65,440+95.0% | $98,506+29.5% | $85,851+48.6% |
| Participation rate | 97.2% | 65.0%+32.2pp | 73.3%+23.9pp | 69.3%+27.9pp |
| Annual return | 22.80% | 21.75%+1.0pp | 1494.92%-1472.1pp | 318.63%-295.8pp |
| Employer contribution / active EE | $7,138 | $2,169+229.1% | $2,961+141.0% | $2,565+178.2% |
| Participant deferral / active EE | $8,577 | $3,168+170.7% | $4,277+100.5% | $3,952+117.0% |
| Admin fee / account holder | $14,126 | $4,596+207.4% | $5,955+137.2% | $6,261+125.6% |