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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 | $85,459 | $102,429-16.6% | $147,096-41.9% | $80,925+5.6% |
| Participation rate | 95.7% | 75.9%+19.8pp | 82.2%+13.5pp | 67.7%+28.0pp |
| Annual return | 13.96% | 135.02%-121.1pp | 419.75%-405.8pp | 35.65%-21.7pp |
| Employer contribution / active EE | $5,320 | $3,716+43.2% | $4,936+7.8% | $2,756+93.0% |
| Participant deferral / active EE | $12,523 | $6,649+88.4% | $8,071+55.2% | $4,299+191.3% |
| Admin fee / account holder | $12,682 | $7,957+59.4% | $13,005-2.5% | $6,940+82.7% |