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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 | $125,215 | $105,158+19.1% | $94,672+32.3% | $139,487-10.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 14.00% | 38.11%-24.1pp | 156.89%-142.9pp | 373.84%-359.8pp |
| Employer contribution / active EE | $2,385 | $4,107-41.9% | $3,673-35.1% | $4,755-49.8% |
| Participant deferral / active EE | $4,469 | $7,599-41.2% | $7,417-39.8% | $6,713-33.4% |
| Admin fee / account holder | $5,496 | $8,972-38.7% | $7,222-23.9% | $11,407-51.8% |