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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 | $131,605 | $91,525+43.8% | $130,026+1.2% | $75,181+75.1% |
| Participation rate | 88.9% | 71.4%+17.4pp | 78.5%+10.4pp | 67.2%+21.7pp |
| Annual return | 16.76% | -631.40%+648.2pp | -137.26%+154.0pp | 160.69%-143.9pp |
| Employer contribution / active EE | $7,234 | $2,844+154.4% | $4,321+67.4% | $2,671+170.9% |
| Participant deferral / active EE | $4,538 | $4,342+4.5% | $5,821-22.0% | $4,126+10.0% |
| Admin fee / account holder | $2,324 | $6,778-65.7% | $10,608-78.1% | $5,650-58.9% |