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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 | $151,054 | $85,766+76.1% | $136,298+10.8% | $70,126+115.4% |
| Participation rate | 94.2% | 74.2%+20.1pp | 81.9%+12.3pp | 69.5%+24.7pp |
| Annual return | 24.72% | 31.46%-6.7pp | 5156.27%-5131.6pp | 73.15%-48.4pp |
| Employer contribution / active EE | $3,465 | $2,966+16.8% | $4,696-26.2% | $2,343+47.9% |
| Participant deferral / active EE | $6,996 | $5,051+38.5% | $6,247+12.0% | $3,332+110.0% |
| Admin fee / account holder | $6,779 | $5,421+25.1% | $9,244-26.7% | $4,645+45.9% |