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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 | $191,203 | $102,429+86.7% | $147,096+30.0% | $80,925+136.3% |
| Participation rate | 84.0% | 75.9%+8.1pp | 82.2%+1.8pp | 67.7%+16.3pp |
| Annual return | 12.47% | 135.02%-122.6pp | 419.75%-407.3pp | 35.65%-23.2pp |
| Employer contribution / active EE | $5,754 | $3,716+54.9% | $4,936+16.6% | $2,756+108.8% |
| Participant deferral / active EE | $12,498 | $6,649+88.0% | $8,071+54.9% | $4,299+190.8% |
| Admin fee / account holder | $60,034 | $7,957+654.5% | $13,005+361.6% | $6,940+765.0% |