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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 | $193,171 | $102,393+88.7% | $147,041+31.4% | $80,911+138.7% |
| Participation rate | 91.2% | 75.9%+15.3pp | 82.2%+9.0pp | 67.6%+23.5pp |
| Annual return | 15.35% | 134.95%-119.6pp | 419.21%-403.9pp | 35.63%-20.3pp |
| Employer contribution / active EE | $6,863 | $3,715+84.7% | $4,935+39.1% | $2,756+149.0% |
| Participant deferral / active EE | $10,732 | $6,647+61.5% | $8,071+33.0% | $4,297+149.8% |
| Admin fee / account holder | $44,690 | $7,943+462.6% | $13,006+243.6% | $6,935+544.4% |