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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 | $189,706 | $85,171+122.7% | $172,752+9.8% | $72,975+160.0% |
| Participation rate | 93.9% | 70.1%+23.9pp | 82.6%+11.3pp | 69.5%+24.5pp |
| Annual return | 41.73% | 27.32%+14.4pp | 802.97%-761.2pp | 81.01%-39.3pp |
| Employer contribution / active EE | $8,037 | $3,324+141.8% | $5,144+56.2% | $2,440+229.4% |
| Participant deferral / active EE | $4,386 | $3,260+34.5% | $5,198-15.6% | $3,608+21.6% |
| Admin fee / account holder | $6,386 | $5,880+8.6% | $13,955-54.2% | $5,124+24.6% |