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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 | $205,606 | $85,766+139.7% | $136,298+50.8% | $70,126+193.2% |
| Participation rate | 79.5% | 74.2%+5.3pp | 81.9%-2.4pp | 69.5%+9.9pp |
| Annual return | 19.18% | 31.46%-12.3pp | 5156.27%-5137.1pp | 73.15%-54.0pp |
| Employer contribution / active EE | $10,254 | $2,966+245.7% | $4,696+118.4% | $2,343+337.8% |
| Participant deferral / active EE | $4,234 | $5,051-16.2% | $6,247-32.2% | $3,332+27.1% |
| Admin fee / account holder | $4,224 | $5,421-22.1% | $9,244-54.3% | $4,645-9.1% |