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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 | $137,080 | $125,190+9.5% | $105,624+29.8% | $145,897-6.0% |
| Participation rate | 95.5% | 77.6%+17.8pp | 75.3%+20.2pp | 80.3%+15.1pp |
| Annual return | 12.39% | 225.22%-212.8pp | 116.20%-103.8pp | 552.29%-539.9pp |
| Employer contribution / active EE | $8,488 | $3,720+128.2% | $3,168+168.0% | $4,663+82.0% |
| Participant deferral / active EE | $6,157 | $5,716+7.7% | $5,013+22.8% | $6,689-8.0% |
| Admin fee / account holder | $1,610 | $17,138-90.6% | $10,961-85.3% | $13,390-88.0% |