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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 | $110,056 | $102,429+7.4% | $147,096-25.2% | $80,925+36.0% |
| Participation rate | 91.9% | 75.9%+16.0pp | 82.2%+9.7pp | 67.7%+24.2pp |
| Annual return | 12.99% | 135.02%-122.0pp | 419.75%-406.8pp | 35.65%-22.7pp |
| Employer contribution / active EE | $5,993 | $3,716+61.3% | $4,936+21.4% | $2,756+117.4% |
| Participant deferral / active EE | $2,698 | $6,649-59.4% | $8,071-66.6% | $4,299-37.2% |
| Admin fee / account holder | $21,409 | $7,957+169.1% | $13,005+64.6% | $6,940+208.5% |