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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 | $243,681 | $85,766+184.1% | $136,298+78.8% | $70,126+247.5% |
| Participation rate | 94.9% | 74.2%+20.7pp | 81.9%+13.0pp | 69.5%+25.3pp |
| Annual return | 16.97% | 31.46%-14.5pp | 5156.27%-5139.3pp | 73.15%-56.2pp |
| Employer contribution / active EE | $8,382 | $2,966+182.6% | $4,696+78.5% | $2,343+257.8% |
| Participant deferral / active EE | $13,234 | $5,051+162.0% | $6,247+111.8% | $3,332+297.2% |
| Admin fee / account holder | $20,540 | $5,421+278.9% | $9,244+122.2% | $4,645+342.1% |