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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 | $129,133 | $85,766+50.6% | $136,298-5.3% | $70,126+84.1% |
| Participation rate | 97.4% | 74.2%+23.2pp | 81.9%+15.4pp | 69.5%+27.8pp |
| Annual return | 23.91% | 31.46%-7.5pp | 5156.27%-5132.4pp | 73.15%-49.2pp |
| Employer contribution / active EE | $13,264 | $2,966+347.2% | $4,696+182.5% | $2,343+466.2% |
| Participant deferral / active EE | $13,122 | $5,051+159.8% | $6,247+110.0% | $3,332+293.8% |
| Admin fee / account holder | $353 | $5,421-93.5% | $9,244-96.2% | $4,645-92.4% |