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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 | $194,264 | $105,198+84.7% | $159,455+21.8% | $85,856+126.3% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.8%+9.2pp | 69.3%+22.7pp |
| Annual return | 23.29% | 45.08%-21.8pp | 263.63%-240.3pp | 318.58%-295.3pp |
| Employer contribution / active EE | $4,029 | $3,319+21.4% | $4,830-16.6% | $2,565+57.1% |
| Participant deferral / active EE | $5,736 | $5,946-3.5% | $7,353-22.0% | $3,952+45.1% |
| Admin fee / account holder | $30,709 | $6,934+342.9% | $10,800+184.3% | $6,261+390.5% |