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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 | $144,704 | $102,429+41.3% | $147,096-1.6% | $80,925+78.8% |
| Participation rate | 93.9% | 75.9%+18.1pp | 82.2%+11.8pp | 67.7%+26.3pp |
| Annual return | 12.39% | 135.02%-122.6pp | 419.75%-407.4pp | 35.65%-23.3pp |
| Employer contribution / active EE | $3,215 | $3,716-13.5% | $4,936-34.9% | $2,756+16.7% |
| Participant deferral / active EE | $9,726 | $6,649+46.3% | $8,071+20.5% | $4,299+126.3% |
| Admin fee / account holder | $17,523 | $7,957+120.2% | $13,005+34.7% | $6,940+152.5% |