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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 | $135,744 | $102,429+32.5% | $147,096-7.7% | $80,925+67.7% |
| Participation rate | 88.4% | 75.9%+12.5pp | 82.2%+6.2pp | 67.7%+20.7pp |
| Annual return | 14.01% | 135.02%-121.0pp | 419.75%-405.7pp | 35.65%-21.6pp |
| Employer contribution / active EE | $6,539 | $3,716+76.0% | $4,936+32.5% | $2,756+137.3% |
| Participant deferral / active EE | $6,777 | $6,649+1.9% | $8,071-16.0% | $4,299+57.7% |
| Admin fee / account holder | $41,708 | $7,957+424.2% | $13,005+220.7% | $6,940+501.0% |