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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 | $166,922 | $102,429+63.0% | $147,096+13.5% | $80,925+106.3% |
| Participation rate | 81.6% | 75.9%+5.7pp | 82.2%-0.6pp | 67.7%+13.9pp |
| Annual return | 15.97% | 135.02%-119.1pp | 419.75%-403.8pp | 35.65%-19.7pp |
| Employer contribution / active EE | $8,920 | $3,716+140.1% | $4,936+80.7% | $2,756+223.6% |
| Participant deferral / active EE | $9,862 | $6,649+48.3% | $8,071+22.2% | $4,299+129.4% |
| Admin fee / account holder | $34,994 | $7,957+339.8% | $13,005+169.1% | $6,940+404.2% |