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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 | $199,125 | $85,766+132.2% | $136,298+46.1% | $70,126+184.0% |
| Participation rate | 93.2% | 74.2%+19.0pp | 81.9%+11.3pp | 69.5%+23.6pp |
| Annual return | 15.07% | 31.46%-16.4pp | 5156.27%-5141.2pp | 73.15%-58.1pp |
| Employer contribution / active EE | $5,908 | $2,966+99.2% | $4,696+25.8% | $2,343+152.2% |
| Participant deferral / active EE | $4,618 | $5,051-8.6% | $6,247-26.1% | $3,332+38.6% |
| Admin fee / account holder | $24,561 | $5,421+353.1% | $9,244+165.7% | $4,645+428.7% |