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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 | $96,426 | $102,382-5.8% | $147,005-34.4% | $80,874+19.2% |
| Participation rate | 96.3% | 75.8%+20.4pp | 82.2%+14.1pp | 67.6%+28.6pp |
| Annual return | 14.82% | 134.89%-120.1pp | 418.76%-403.9pp | 35.62%-20.8pp |
| Employer contribution / active EE | $8,698 | $3,715+134.1% | $4,934+76.3% | $2,756+215.7% |
| Participant deferral / active EE | $13,205 | $6,646+98.7% | $8,070+63.6% | $4,297+207.3% |
| Admin fee / account holder | $12,215 | $7,942+53.8% | $13,006-6.1% | $6,935+76.1% |