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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 | $159,351 | $98,776+61.3% | $149,745+6.4% | $79,856+99.5% |
| Participation rate | 90.3% | 75.8%+14.5pp | 82.5%+7.8pp | 69.6%+20.7pp |
| Annual return | 13.91% | 27.38%-13.5pp | 276.72%-262.8pp | 31.71%-17.8pp |
| Employer contribution / active EE | $6,452 | $3,217+100.5% | $4,646+38.9% | $2,471+161.1% |
| Participant deferral / active EE | $3,331 | $5,681-41.4% | $6,843-51.3% | $3,741-11.0% |
| Admin fee / account holder | $64,385 | $6,053+963.7% | $9,312+591.4% | $5,306+1113.3% |