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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 | $165,964 | $102,382+62.1% | $147,005+12.9% | $80,874+105.2% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.2%+15.3pp | 67.6%+29.8pp |
| Annual return | 12.98% | 134.89%-121.9pp | 418.76%-405.8pp | 35.62%-22.6pp |
| Employer contribution / active EE | $6,282 | $3,715+69.1% | $4,934+27.3% | $2,756+128.0% |
| Participant deferral / active EE | $12,490 | $6,646+87.9% | $8,070+54.8% | $4,297+190.7% |
| Admin fee / account holder | $10,228 | $7,942+28.8% | $13,006-21.4% | $6,935+47.5% |