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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 | $119,523 | $102,382+16.7% | $147,005-18.7% | $80,874+47.8% |
| Participation rate | 98.9% | 75.8%+23.1pp | 82.2%+16.8pp | 67.6%+31.3pp |
| Annual return | 15.01% | 134.89%-119.9pp | 418.76%-403.8pp | 35.62%-20.6pp |
| Employer contribution / active EE | $4,225 | $3,715+13.7% | $4,934-14.4% | $2,756+53.3% |
| Participant deferral / active EE | $7,772 | $6,646+16.9% | $8,070-3.7% | $4,297+80.9% |
| Admin fee / account holder | $19,491 | $7,942+145.4% | $13,006+49.9% | $6,935+181.0% |