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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 | $112,063 | $99,079+13.1% | $78,002+43.7% | $273,972-59.1% |
| Participation rate | 94.7% | 78.6%+16.2pp | 75.5%+19.2pp | 83.0%+11.7pp |
| Annual return | 6.70% | 217.93%-211.2pp | 425.99%-419.3pp | 41.46%-34.8pp |
| Employer contribution / active EE | $7,021 | $3,308+112.3% | $2,470+184.2% | $4,869+44.2% |
| Participant deferral / active EE | $5,598 | $4,306+30.0% | $3,497+60.1% | $5,287+5.9% |
| Admin fee / account holder | $601 | $8,954-93.3% | $5,481-89.0% | $10,133-94.1% |