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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 | $146,597 | $102,422+43.1% | $147,117-0.4% | $80,959+81.1% |
| Participation rate | 84.4% | 75.9%+8.5pp | 82.2%+2.2pp | 67.7%+16.7pp |
| Annual return | 14.56% | 135.16%-120.6pp | 420.54%-406.0pp | 35.67%-21.1pp |
| Employer contribution / active EE | $4,218 | $3,717+13.5% | $4,932-14.5% | $2,757+53.0% |
| Participant deferral / active EE | $8,654 | $6,652+30.1% | $8,065+7.3% | $4,300+101.2% |
| Admin fee / account holder | $10,562 | $7,953+32.8% | $12,993-18.7% | $6,925+52.5% |