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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 | $131,032 | $102,382+28.0% | $147,005-10.9% | $80,874+62.0% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.2%+14.5pp | 67.6%+29.0pp |
| Annual return | 15.48% | 134.89%-119.4pp | 418.76%-403.3pp | 35.62%-20.1pp |
| Employer contribution / active EE | $4,291 | $3,715+15.5% | $4,934-13.0% | $2,756+55.7% |
| Participant deferral / active EE | $11,632 | $6,646+75.0% | $8,070+44.1% | $4,297+170.7% |
| Admin fee / account holder | $20,030 | $7,942+152.2% | $13,006+54.0% | $6,935+188.8% |