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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 | $84,449 | $102,382-17.5% | $147,005-42.6% | $80,874+4.4% |
| Participation rate | 93.3% | 75.8%+17.5pp | 82.2%+11.2pp | 67.6%+25.7pp |
| Annual return | 13.12% | 134.89%-121.8pp | 418.76%-405.6pp | 35.62%-22.5pp |
| Employer contribution / active EE | $14,338 | $3,715+286.0% | $4,934+190.6% | $2,756+420.3% |
| Participant deferral / active EE | $7,589 | $6,646+14.2% | $8,070-6.0% | $4,297+76.6% |
| Admin fee / account holder | $664 | $7,942-91.6% | $13,006-94.9% | $6,935-90.4% |