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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 | $230,493 | $102,382+125.1% | $147,005+56.8% | $80,874+185.0% |
| Participation rate | 87.8% | 75.8%+12.0pp | 82.2%+5.6pp | 67.6%+20.2pp |
| Annual return | 55.78% | 134.89%-79.1pp | 418.76%-363.0pp | 35.62%+20.2pp |
| Employer contribution / active EE | $4,163 | $3,715+12.1% | $4,934-15.6% | $2,756+51.1% |
| Participant deferral / active EE | $12,837 | $6,646+93.1% | $8,070+59.1% | $4,297+198.8% |
| Admin fee / account holder | $2,195 | $7,942-72.4% | $13,006-83.1% | $6,935-68.4% |