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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 | $96,954 | $102,382-5.3% | $147,005-34.0% | $80,874+19.9% |
| Participation rate | 95.7% | 75.8%+19.9pp | 82.2%+13.6pp | 67.6%+28.1pp |
| Annual return | 15.18% | 134.89%-119.7pp | 418.76%-403.6pp | 35.62%-20.4pp |
| Employer contribution / active EE | $10,439 | $3,715+181.0% | $4,934+111.6% | $2,756+278.8% |
| Participant deferral / active EE | $9,282 | $6,646+39.7% | $8,070+15.0% | $4,297+116.0% |
| Admin fee / account holder | $6,793 | $7,942-14.5% | $13,006-47.8% | $6,935-2.0% |