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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 | $118,949 | $80,812+47.2% | $160,784-26.0% | $82,448+44.3% |
| Participation rate | 86.0% | 66.2%+19.8pp | 77.0%+9.1pp | 68.1%+18.0pp |
| Annual return | 20.78% | 100.59%-79.8pp | 1803.92%-1783.1pp | 41.64%-20.9pp |
| Employer contribution / active EE | $7,348 | $2,174+238.0% | $3,733+96.9% | $2,551+188.1% |
| Participant deferral / active EE | $14,048 | $4,335+224.0% | $6,293+123.2% | $4,139+239.4% |
| Admin fee / account holder | $6,329 | $7,695-17.7% | $9,717-34.9% | $7,234-12.5% |