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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 | $115,790 | $100,139+15.6% | $85,187+35.9% | $145,884-20.6% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 12.82% | 84.15%-71.3pp | 66.67%-53.8pp | 551.85%-539.0pp |
| Employer contribution / active EE | $7,286 | $3,238+125.0% | $2,732+166.7% | $4,662+56.3% |
| Participant deferral / active EE | $8,202 | $5,296+54.9% | $4,525+81.3% | $6,690+22.6% |
| Admin fee / account holder | $3,089 | $7,262-57.5% | $6,162-49.9% | $13,392-76.9% |