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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 | $166,440 | $102,429+62.5% | $147,096+13.2% | $80,925+105.7% |
| Participation rate | 78.3% | 75.9%+2.5pp | 82.2%-3.8pp | 67.7%+10.7pp |
| Annual return | 22.08% | 135.02%-112.9pp | 419.75%-397.7pp | 35.65%-13.6pp |
| Employer contribution / active EE | $3,335 | $3,716-10.2% | $4,936-32.4% | $2,756+21.0% |
| Participant deferral / active EE | $13,335 | $6,649+100.6% | $8,071+65.2% | $4,299+210.2% |
| Admin fee / account holder | $6,953 | $7,957-12.6% | $13,005-46.5% | $6,940+0.2% |