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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 | $130,224 | $134,001-2.8% | $112,258+16.0% | $134,509-3.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 7.55% | 47.15%-39.6pp | 27.47%-19.9pp | 418.13%-410.6pp |
| Employer contribution / active EE | $7,253 | $4,039+79.6% | $3,636+99.5% | $4,741+53.0% |
| Participant deferral / active EE | $4,781 | $5,291-9.6% | $4,728+1.1% | $6,400-25.3% |
| Admin fee / account holder | $1,739 | $7,491-76.8% | $6,411-72.9% | $11,427-84.8% |