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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 | $131,821 | $102,429+28.7% | $147,096-10.4% | $80,925+62.9% |
| Participation rate | 83.8% | 75.9%+7.9pp | 82.2%+1.6pp | 67.7%+16.1pp |
| Annual return | 14.25% | 135.02%-120.8pp | 419.75%-405.5pp | 35.65%-21.4pp |
| Employer contribution / active EE | $7,131 | $3,716+91.9% | $4,936+44.5% | $2,756+158.7% |
| Participant deferral / active EE | $9,403 | $6,649+41.4% | $8,071+16.5% | $4,299+118.8% |
| Admin fee / account holder | $501 | $7,957-93.7% | $13,005-96.1% | $6,940-92.8% |