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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 | $131,674 | $111,785+17.8% | $93,669+40.6% | $145,877-9.7% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 13.31% | 203.79%-190.5pp | 133.59%-120.3pp | 551.28%-538.0pp |
| Employer contribution / active EE | $7,500 | $3,096+142.3% | $2,424+209.5% | $4,663+60.8% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $3,121 | $10,256-69.6% | $8,291-62.4% | $13,402-76.7% |