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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 | $102,382+7.5% | $147,005-25.1% | $80,874+36.1% |
| Participation rate | 91.9% | 75.8%+16.0pp | 82.2%+9.7pp | 67.6%+24.2pp |
| Annual return | 12.99% | 134.89%-121.9pp | 418.76%-405.8pp | 35.62%-22.6pp |
| Employer contribution / active EE | $5,993 | $3,715+61.3% | $4,934+21.5% | $2,756+117.5% |
| Participant deferral / active EE | $2,698 | $6,646-59.4% | $8,070-66.6% | $4,297-37.2% |
| Admin fee / account holder | $21,409 | $7,942+169.5% | $13,006+64.6% | $6,935+208.7% |