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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 | $138,826 | $102,422+35.5% | $147,117-5.6% | $80,959+71.5% |
| Participation rate | 79.4% | 75.9%+3.5pp | 82.2%-2.8pp | 67.7%+11.7pp |
| Annual return | 31.34% | 135.16%-103.8pp | 420.54%-389.2pp | 35.67%-4.3pp |
| Employer contribution / active EE | $7,990 | $3,717+114.9% | $4,932+62.0% | $2,757+189.8% |
| Participant deferral / active EE | $8,263 | $6,652+24.2% | $8,065+2.5% | $4,300+92.1% |
| Admin fee / account holder | $4,628 | $7,953-41.8% | $12,993-64.4% | $6,925-33.2% |