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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 | $136,258 | $102,385+33.1% | $147,080-7.4% | $80,935+68.4% |
| Participation rate | 96.3% | 75.9%+20.4pp | 82.2%+14.1pp | 67.7%+28.6pp |
| Annual return | 15.82% | 135.09%-119.3pp | 420.17%-404.3pp | 35.66%-19.8pp |
| Employer contribution / active EE | $2,551 | $3,717-31.4% | $4,933-48.3% | $2,757-7.5% |
| Participant deferral / active EE | $8,949 | $6,651+34.5% | $8,066+10.9% | $4,299+108.1% |
| Admin fee / account holder | $3,045 | $7,951-61.7% | $12,989-76.6% | $6,924-56.0% |