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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 | $150,907 | $102,422+47.3% | $147,117+2.6% | $80,959+86.4% |
| Participation rate | 95.9% | 75.9%+20.0pp | 82.2%+13.7pp | 67.7%+28.3pp |
| Annual return | 14.18% | 135.16%-121.0pp | 420.54%-406.4pp | 35.67%-21.5pp |
| Employer contribution / active EE | $7,405 | $3,717+99.2% | $4,932+50.1% | $2,757+168.6% |
| Participant deferral / active EE | $8,451 | $6,652+27.0% | $8,065+4.8% | $4,300+96.5% |
| Admin fee / account holder | $7,162 | $7,953-10.0% | $12,993-44.9% | $6,925+3.4% |