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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 | $124,050 | $85,766+44.6% | $136,298-9.0% | $70,126+76.9% |
| Participation rate | 85.7% | 74.2%+11.6pp | 81.9%+3.8pp | 69.5%+16.2pp |
| Annual return | 21.26% | 31.46%-10.2pp | 5156.27%-5135.0pp | 73.15%-51.9pp |
| Employer contribution / active EE | $7,509 | $2,966+153.2% | $4,696+59.9% | $2,343+220.6% |
| Participant deferral / active EE | $2,918 | $5,051-42.2% | $6,247-53.3% | $3,332-12.4% |
| Admin fee / account holder | $1,857 | $5,421-65.7% | $9,244-79.9% | $4,645-60.0% |