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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 | $112,518 | $91,536+22.9% | $130,062-13.5% | $75,177+49.7% |
| Participation rate | 90.4% | 71.5%+18.9pp | 78.5%+11.9pp | 67.2%+23.2pp |
| Annual return | 17.63% | -631.62%+649.2pp | -137.37%+155.0pp | 160.75%-143.1pp |
| Employer contribution / active EE | $5,108 | $2,845+79.6% | $4,322+18.2% | $2,671+91.2% |
| Participant deferral / active EE | $12,746 | $4,343+193.5% | $5,821+119.0% | $4,126+208.9% |
| Admin fee / account holder | $10,979 | $6,780+61.9% | $10,601+3.6% | $5,651+94.3% |