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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 | $131,912 | $103,038+28.0% | $90,324+46.0% | $152,909-13.7% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.5%+8.5pp |
| Annual return | 21.02% | 95.25%-74.2pp | 78.15%-57.1pp | 345.46%-324.4pp |
| Employer contribution / active EE | $11,532 | $3,141+267.2% | $2,856+303.8% | $4,764+142.1% |
| Participant deferral / active EE | $12,355 | $4,282+188.5% | $3,885+218.0% | $5,851+111.1% |
| Admin fee / account holder | $21,585 | $6,177+249.4% | $5,356+303.0% | $11,601+86.1% |