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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 | $132,645 | $65,575+102.3% | $86,209+53.9% | $75,181+76.4% |
| Participation rate | 81.3% | 60.5%+20.8pp | 69.0%+12.3pp | 67.2%+14.1pp |
| Annual return | 17.02% | 46.07%-29.1pp | 1169.05%-1152.0pp | 160.69%-143.7pp |
| Employer contribution / active EE | $4,788 | $1,553+208.2% | $2,381+101.0% | $2,671+79.3% |
| Participant deferral / active EE | $11,964 | $3,023+295.7% | $3,986+200.1% | $4,126+190.0% |
| Admin fee / account holder | $3,123 | $5,470-42.9% | $6,853-54.4% | $5,650-44.7% |