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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 | $102,385+86.7% | $147,080+30.0% | $80,935+136.2% |
| Participation rate | 84.0% | 75.9%+8.1pp | 82.2%+1.8pp | 67.7%+16.3pp |
| Annual return | 12.47% | 135.09%-122.6pp | 420.17%-407.7pp | 35.66%-23.2pp |
| Employer contribution / active EE | $5,754 | $3,717+54.8% | $4,933+16.6% | $2,757+108.7% |
| Participant deferral / active EE | $12,498 | $6,651+87.9% | $8,066+54.9% | $4,299+190.7% |
| Admin fee / account holder | $60,034 | $7,951+655.0% | $12,989+362.2% | $6,924+767.0% |