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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 | $99,159 | $105,200-5.7% | $159,474-37.8% | $85,847+15.5% |
| Participation rate | 81.4% | 75.8%+5.6pp | 82.8%-1.4pp | 69.3%+12.1pp |
| Annual return | 17.64% | 45.08%-27.4pp | 263.68%-246.0pp | 318.61%-301.0pp |
| Employer contribution / active EE | $6,535 | $3,319+96.9% | $4,831+35.3% | $2,565+154.7% |
| Participant deferral / active EE | $14,962 | $5,946+151.6% | $7,353+103.5% | $3,952+278.6% |
| Admin fee / account holder | $6,762 | $6,934-2.5% | $10,802-37.4% | $6,261+8.0% |