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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 | $94,182 | $105,200-10.5% | $159,474-40.9% | $85,847+9.7% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.8%+13.2pp | 69.3%+26.7pp |
| Annual return | 106.31% | 45.08%+61.2pp | 263.68%-157.4pp | 318.61%-212.3pp |
| Employer contribution / active EE | $10,340 | $3,319+211.6% | $4,831+114.0% | $2,565+303.1% |
| Participant deferral / active EE | $10,018 | $5,946+68.5% | $7,353+36.2% | $3,952+153.5% |
| Admin fee / account holder | $1,078 | $6,934-84.5% | $10,802-90.0% | $6,261-82.8% |