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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 | $183,834 | $102,382+79.6% | $147,005+25.1% | $80,874+127.3% |
| Participation rate | 95.9% | 75.8%+20.1pp | 82.2%+13.8pp | 67.6%+28.3pp |
| Annual return | 12.20% | 134.89%-122.7pp | 418.76%-406.6pp | 35.62%-23.4pp |
| Employer contribution / active EE | $4,023 | $3,715+8.3% | $4,934-18.5% | $2,756+46.0% |
| Participant deferral / active EE | $7,935 | $6,646+19.4% | $8,070-1.7% | $4,297+84.7% |
| Admin fee / account holder | $31,886 | $7,942+301.5% | $13,006+145.2% | $6,935+359.8% |