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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 | $168,889 | $102,393+64.9% | $147,041+14.9% | $80,911+108.7% |
| Participation rate | 91.7% | 75.9%+15.8pp | 82.2%+9.5pp | 67.6%+24.0pp |
| Annual return | 14.60% | 134.95%-120.4pp | 419.21%-404.6pp | 35.63%-21.0pp |
| Employer contribution / active EE | $6,591 | $3,715+77.4% | $4,935+33.6% | $2,756+139.2% |
| Participant deferral / active EE | $7,188 | $6,647+8.1% | $8,071-10.9% | $4,297+67.3% |
| Admin fee / account holder | $1,882 | $7,943-76.3% | $13,006-85.5% | $6,935-72.9% |