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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 | $198,330 | $102,382+93.7% | $147,005+34.9% | $80,874+145.2% |
| Participation rate | 84.3% | 75.8%+8.4pp | 82.2%+2.1pp | 67.6%+16.6pp |
| Annual return | 18.51% | 134.89%-116.4pp | 418.76%-400.3pp | 35.62%-17.1pp |
| Employer contribution / active EE | $3,087 | $3,715-16.9% | $4,934-37.4% | $2,756+12.0% |
| Participant deferral / active EE | $7,849 | $6,646+18.1% | $8,070-2.7% | $4,297+82.7% |
| Admin fee / account holder | $31,705 | $7,942+299.2% | $13,006+143.8% | $6,935+357.2% |