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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 | $130,413 | $105,198+24.0% | $159,455-18.2% | $85,856+51.9% |
| Participation rate | 93.5% | 75.8%+17.8pp | 82.8%+10.7pp | 69.3%+24.2pp |
| Annual return | 13.35% | 45.08%-31.7pp | 263.63%-250.3pp | 318.58%-305.2pp |
| Employer contribution / active EE | $1,613 | $3,319-51.4% | $4,830-66.6% | $2,565-37.1% |
| Participant deferral / active EE | $6,079 | $5,946+2.2% | $7,353-17.3% | $3,952+53.8% |
| Admin fee / account holder | $27,820 | $6,934+301.2% | $10,800+157.6% | $6,261+344.4% |