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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 | $150,518 | $95,415+57.8% | $185,851-19.0% | $85,851+75.3% |
| Participation rate | 96.2% | 68.8%+27.4pp | 81.7%+14.4pp | 69.3%+26.8pp |
| Annual return | 11.57% | 23.59%-12.0pp | 122.11%-110.5pp | 318.63%-307.1pp |
| Employer contribution / active EE | $12,805 | $3,314+286.4% | $5,168+147.8% | $2,565+399.1% |
| Participant deferral / active EE | $10,912 | $3,424+218.7% | $5,569+95.9% | $3,952+176.1% |
| Admin fee / account holder | $29,468 | $7,215+308.5% | $16,245+81.4% | $6,261+370.7% |