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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 | $102,393+7.9% | $147,041-24.9% | $80,911+36.5% |
| Participation rate | 93.0% | 75.9%+17.1pp | 82.2%+10.8pp | 67.6%+25.3pp |
| Annual return | 17.81% | 134.95%-117.1pp | 419.21%-401.4pp | 35.63%-17.8pp |
| Employer contribution / active EE | $5,334 | $3,715+43.6% | $4,935+8.1% | $2,756+93.6% |
| Participant deferral / active EE | $4,018 | $6,647-39.6% | $8,071-50.2% | $4,297-6.5% |
| Admin fee / account holder | $7,922 | $7,943-0.3% | $13,006-39.1% | $6,935+14.2% |