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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 | $118,306 | $80,753+46.5% | $136,298-13.2% | $62,293+89.9% |
| Participation rate | 98.1% | 73.5%+24.6pp | 81.9%+16.2pp | 69.5%+28.6pp |
| Annual return | 24.66% | 35.83%-11.2pp | 5156.27%-5131.6pp | 28.90%-4.2pp |
| Employer contribution / active EE | $14,193 | $2,884+392.2% | $4,696+202.3% | $2,042+595.0% |
| Participant deferral / active EE | $10,027 | $5,164+94.2% | $6,247+60.5% | $3,169+216.4% |
| Admin fee / account holder | $5,374 | $525+922.9% | $9,244-41.9% | $479+1021.2% |