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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 | $185,230 | $102,385+80.9% | $147,080+25.9% | $80,935+128.9% |
| Participation rate | 96.0% | 75.9%+20.1pp | 82.2%+13.8pp | 67.7%+28.3pp |
| Annual return | 17.87% | 135.09%-117.2pp | 420.17%-402.3pp | 35.66%-17.8pp |
| Employer contribution / active EE | $17,328 | $3,717+366.2% | $4,933+251.2% | $2,757+528.6% |
| Participant deferral / active EE | $18,359 | $6,651+176.0% | $8,066+127.6% | $4,299+327.0% |
| Admin fee / account holder | $347 | $7,951-95.6% | $12,989-97.3% | $6,924-95.0% |