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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 | $195,054 | $102,422+90.4% | $147,117+32.6% | $80,959+140.9% |
| Participation rate | 75.0% | 75.9%-0.9pp | 82.2%-7.2pp | 67.7%+7.3pp |
| Annual return | 14.40% | 135.16%-120.8pp | 420.54%-406.1pp | 35.67%-21.3pp |
| Employer contribution / active EE | $1,775 | $3,717-52.3% | $4,932-64.0% | $2,757-35.6% |
| Participant deferral / active EE | $14,152 | $6,652+112.7% | $8,065+75.5% | $4,300+229.1% |
| Admin fee / account holder | $30,918 | $7,953+288.7% | $12,993+138.0% | $6,925+346.4% |