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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 | $125,801 | $90,691+38.7% | $76,119+65.3% | $145,884-13.8% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.1%+19.8pp | 80.3%+8.6pp |
| Annual return | 13.95% | 624.52%-610.6pp | 361.25%-347.3pp | 551.85%-537.9pp |
| Employer contribution / active EE | $9,245 | $3,329+177.7% | $2,693+243.4% | $4,662+98.3% |
| Participant deferral / active EE | $6,116 | $5,167+18.4% | $4,259+43.6% | $6,690-8.6% |
| Admin fee / account holder | $1,638 | $8,383-80.5% | $6,421-74.5% | $13,392-87.8% |