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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 | $116,399 | $102,385+13.7% | $147,080-20.9% | $80,935+43.8% |
| Participation rate | 91.2% | 75.9%+15.3pp | 82.2%+9.0pp | 67.7%+23.5pp |
| Annual return | 17.19% | 135.09%-117.9pp | 420.17%-403.0pp | 35.66%-18.5pp |
| Employer contribution / active EE | $9,268 | $3,717+149.4% | $4,933+87.9% | $2,757+236.2% |
| Participant deferral / active EE | $13,665 | $6,651+105.5% | $8,066+69.4% | $4,299+217.8% |
| Admin fee / account holder | $9,038 | $7,951+13.7% | $12,989-30.4% | $6,924+30.5% |