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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 | $132,846 | $115,814+14.7% | $101,275+31.2% | $158,982-16.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.04% | 56.16%-44.1pp | 46.48%-34.4pp | 302.99%-291.0pp |
| Employer contribution / active EE | $7,793 | $4,176+86.6% | $3,660+112.9% | $4,763+63.6% |
| Participant deferral / active EE | $6,819 | $4,958+37.5% | $4,371+56.0% | $5,983+14.0% |
| Admin fee / account holder | $6,683 | $7,249-7.8% | $5,948+12.4% | $11,252-40.6% |