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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 | $158,175 | $85,766+84.4% | $136,298+16.1% | $70,126+125.6% |
| Participation rate | 98.1% | 74.2%+24.0pp | 81.9%+16.2pp | 69.5%+28.6pp |
| Annual return | 16.67% | 31.46%-14.8pp | 5156.27%-5139.6pp | 73.15%-56.5pp |
| Employer contribution / active EE | $5,723 | $2,966+93.0% | $4,696+21.9% | $2,343+144.3% |
| Participant deferral / active EE | $11,189 | $5,051+121.5% | $6,247+79.1% | $3,332+235.8% |
| Admin fee / account holder | $772 | $5,421-85.8% | $9,244-91.7% | $4,645-83.4% |