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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 | $105,414 | $102,382+3.0% | $147,005-28.3% | $80,874+30.3% |
| Participation rate | 98.6% | 75.8%+22.8pp | 82.2%+16.5pp | 67.6%+31.0pp |
| Annual return | 22.07% | 134.89%-112.8pp | 418.76%-396.7pp | 35.62%-13.5pp |
| Employer contribution / active EE | $6,994 | $3,715+88.3% | $4,934+41.7% | $2,756+153.8% |
| Participant deferral / active EE | $7,228 | $6,646+8.7% | $8,070-10.4% | $4,297+68.2% |
| Admin fee / account holder | $2,775 | $7,942-65.1% | $13,006-78.7% | $6,935-60.0% |