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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 | $142,758 | $102,385+39.4% | $147,080-2.9% | $80,935+76.4% |
| Participation rate | 91.5% | 75.9%+15.7pp | 82.2%+9.3pp | 67.7%+23.9pp |
| Annual return | 12.60% | 135.09%-122.5pp | 420.17%-407.6pp | 35.66%-23.1pp |
| Employer contribution / active EE | $7,287 | $3,717+96.1% | $4,933+47.7% | $2,757+164.3% |
| Participant deferral / active EE | $10,245 | $6,651+54.0% | $8,066+27.0% | $4,299+138.3% |
| Admin fee / account holder | $4,748 | $7,951-40.3% | $12,989-63.4% | $6,924-31.4% |