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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 | $131,173 | $102,429+28.1% | $147,096-10.8% | $80,925+62.1% |
| Participation rate | 85.5% | 75.9%+9.6pp | 82.2%+3.3pp | 67.7%+17.8pp |
| Annual return | 30.45% | 135.02%-104.6pp | 419.75%-389.3pp | 35.65%-5.2pp |
| Employer contribution / active EE | $2,924 | $3,716-21.3% | $4,936-40.8% | $2,756+6.1% |
| Participant deferral / active EE | $9,246 | $6,649+39.1% | $8,071+14.6% | $4,299+115.1% |
| Admin fee / account holder | $13,129 | $7,957+65.0% | $13,005+0.9% | $6,940+89.2% |