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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 | $238,186 | $102,429+132.5% | $147,096+61.9% | $80,925+194.3% |
| Participation rate | 89.5% | 75.9%+13.6pp | 82.2%+7.3pp | 67.7%+21.8pp |
| Annual return | 12.89% | 135.02%-122.1pp | 419.75%-406.9pp | 35.65%-22.8pp |
| Employer contribution / active EE | $6,383 | $3,716+71.8% | $4,936+29.3% | $2,756+131.6% |
| Participant deferral / active EE | $8,904 | $6,649+33.9% | $8,071+10.3% | $4,299+107.1% |
| Admin fee / account holder | $61,381 | $7,957+671.4% | $13,005+372.0% | $6,940+784.4% |