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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 | $110,464 | $102,422+7.9% | $147,117-24.9% | $80,959+36.4% |
| Participation rate | 93.0% | 75.9%+17.1pp | 82.2%+10.8pp | 67.7%+25.3pp |
| Annual return | 17.81% | 135.16%-117.3pp | 420.54%-402.7pp | 35.67%-17.9pp |
| Employer contribution / active EE | $5,334 | $3,717+43.5% | $4,932+8.1% | $2,757+93.5% |
| Participant deferral / active EE | $4,018 | $6,652-39.6% | $8,065-50.2% | $4,300-6.6% |
| Admin fee / account holder | $7,922 | $7,953-0.4% | $12,993-39.0% | $6,925+14.4% |