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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 | $123,214 | $102,429+20.3% | $147,096-16.2% | $80,925+52.3% |
| Participation rate | 95.2% | 75.9%+19.4pp | 82.2%+13.1pp | 67.7%+27.6pp |
| Annual return | 15.11% | 135.02%-119.9pp | 419.75%-404.6pp | 35.65%-20.5pp |
| Employer contribution / active EE | $6,793 | $3,716+82.8% | $4,936+37.6% | $2,756+146.5% |
| Participant deferral / active EE | $17,904 | $6,649+169.3% | $8,071+121.8% | $4,299+316.5% |
| Admin fee / account holder | $1,988 | $7,957-75.0% | $13,005-84.7% | $6,940-71.4% |