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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 | $128,401 | $102,429+25.4% | $147,096-12.7% | $80,925+58.7% |
| Participation rate | 70.7% | 75.9%-5.1pp | 82.2%-11.4pp | 67.7%+3.1pp |
| Annual return | 14.02% | 135.02%-121.0pp | 419.75%-405.7pp | 35.65%-21.6pp |
| Employer contribution / active EE | $7,882 | $3,716+112.1% | $4,936+59.7% | $2,756+186.0% |
| Participant deferral / active EE | $7,823 | $6,649+17.7% | $8,071-3.1% | $4,299+82.0% |
| Admin fee / account holder | $24,678 | $7,957+210.1% | $13,005+89.8% | $6,940+255.6% |