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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 | $117,752 | $102,422+15.0% | $147,117-20.0% | $80,959+45.4% |
| Participation rate | 87.5% | 75.9%+11.6pp | 82.2%+5.3pp | 67.7%+19.8pp |
| Annual return | 13.89% | 135.16%-121.3pp | 420.54%-406.6pp | 35.67%-21.8pp |
| Employer contribution / active EE | $8,113 | $3,717+118.2% | $4,932+64.5% | $2,757+194.2% |
| Participant deferral / active EE | $5,797 | $6,652-12.9% | $8,065-28.1% | $4,300+34.8% |
| Admin fee / account holder | $2,790 | $7,953-64.9% | $12,993-78.5% | $6,925-59.7% |