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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 | $139,873 | $85,766+63.1% | $136,298+2.6% | $70,126+99.5% |
| Participation rate | 97.1% | 74.2%+23.0pp | 81.9%+15.2pp | 69.5%+27.6pp |
| Annual return | 17.18% | 31.46%-14.3pp | 5156.27%-5139.1pp | 73.15%-56.0pp |
| Employer contribution / active EE | $4,301 | $2,966+45.0% | $4,696-8.4% | $2,343+83.6% |
| Participant deferral / active EE | $6,516 | $5,051+29.0% | $6,247+4.3% | $3,332+95.6% |
| Admin fee / account holder | $12,547 | $5,421+131.5% | $9,244+35.7% | $4,645+170.1% |