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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 | $131,702 | $85,169+54.6% | $172,755-23.8% | $72,983+80.5% |
| Participation rate | 92.8% | 70.1%+22.7pp | 82.6%+10.1pp | 69.5%+23.3pp |
| Annual return | 22.38% | 27.32%-4.9pp | 802.94%-780.6pp | 81.01%-58.6pp |
| Employer contribution / active EE | $8,686 | $3,324+161.3% | $5,144+68.9% | $2,440+256.0% |
| Participant deferral / active EE | $11,517 | $3,260+253.3% | $5,198+121.6% | $3,608+219.3% |
| Admin fee / account holder | $16,875 | $5,880+187.0% | $13,955+20.9% | $5,124+229.3% |