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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 | $203,358 | $85,766+137.1% | $136,298+49.2% | $70,126+190.0% |
| Participation rate | 98.2% | 74.2%+24.1pp | 81.9%+16.3pp | 69.5%+28.7pp |
| Annual return | 14.70% | 31.46%-16.8pp | 5156.27%-5141.6pp | 73.15%-58.5pp |
| Employer contribution / active EE | $7,033 | $2,966+137.1% | $4,696+49.8% | $2,343+200.2% |
| Participant deferral / active EE | $8,573 | $5,051+69.7% | $6,247+37.2% | $3,332+157.3% |
| Admin fee / account holder | $21,342 | $5,421+293.7% | $9,244+130.9% | $4,645+359.4% |