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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 | $125,276 | $102,422+22.3% | $147,117-14.8% | $80,959+54.7% |
| Participation rate | 97.8% | 75.9%+21.9pp | 82.2%+15.6pp | 67.7%+30.1pp |
| Annual return | 13.49% | 135.16%-121.7pp | 420.54%-407.0pp | 35.67%-22.2pp |
| Employer contribution / active EE | $9,313 | $3,717+150.5% | $4,932+88.8% | $2,757+237.8% |
| Participant deferral / active EE | $6,740 | $6,652+1.3% | $8,065-16.4% | $4,300+56.7% |
| Admin fee / account holder | $4,183 | $7,953-47.4% | $12,993-67.8% | $6,925-39.6% |