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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 | $236,369 | $102,385+130.9% | $147,080+60.7% | $80,935+192.0% |
| Participation rate | 94.3% | 75.9%+18.4pp | 82.2%+12.1pp | 67.7%+26.6pp |
| Annual return | 15.03% | 135.09%-120.1pp | 420.17%-405.1pp | 35.66%-20.6pp |
| Employer contribution / active EE | $7,755 | $3,717+108.7% | $4,933+57.2% | $2,757+181.3% |
| Participant deferral / active EE | $11,269 | $6,651+69.4% | $8,066+39.7% | $4,299+162.1% |
| Admin fee / account holder | $5,614 | $7,951-29.4% | $12,989-56.8% | $6,924-18.9% |