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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 | $210,474 | $105,200+100.1% | $159,474+32.0% | $85,847+145.2% |
| Participation rate | 98.1% | 75.8%+22.3pp | 82.8%+15.2pp | 69.3%+28.8pp |
| Annual return | 13.54% | 45.08%-31.5pp | 263.68%-250.1pp | 318.61%-305.1pp |
| Employer contribution / active EE | $3,821 | $3,319+15.1% | $4,831-20.9% | $2,565+48.9% |
| Participant deferral / active EE | $8,152 | $5,946+37.1% | $7,353+10.9% | $3,952+106.3% |
| Admin fee / account holder | $32,586 | $6,934+369.9% | $10,802+201.7% | $6,261+420.5% |