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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 | $89,296 | $102,422-12.8% | $147,117-39.3% | $80,959+10.3% |
| Participation rate | 81.3% | 75.9%+5.4pp | 82.2%-0.9pp | 67.7%+13.6pp |
| Annual return | 14.58% | 135.16%-120.6pp | 420.54%-406.0pp | 35.67%-21.1pp |
| Employer contribution / active EE | $9,028 | $3,717+142.8% | $4,932+83.0% | $2,757+227.4% |
| Participant deferral / active EE | $10,837 | $6,652+62.9% | $8,065+34.4% | $4,300+152.0% |
| Admin fee / account holder | $20,580 | $7,953+158.8% | $12,993+58.4% | $6,925+197.2% |