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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 | $158,083 | $85,766+84.3% | $136,297+16.0% | $70,131+125.4% |
| Participation rate | 76.7% | 74.2%+2.6pp | 81.9%-5.2pp | 69.5%+7.2pp |
| Annual return | 15.72% | 31.45%-15.7pp | 5156.16%-5140.4pp | 73.14%-57.4pp |
| Employer contribution / active EE | $5,718 | $2,966+92.8% | $4,696+21.8% | $2,342+144.1% |
| Participant deferral / active EE | $6,362 | $5,051+25.9% | $6,247+1.8% | $3,332+91.0% |
| Admin fee / account holder | $539 | $5,420-90.0% | $9,244-94.2% | $4,645-88.4% |