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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 | $118,537 | $102,385+15.8% | $147,080-19.4% | $80,935+46.5% |
| Participation rate | 93.3% | 75.9%+17.5pp | 82.2%+11.2pp | 67.7%+25.7pp |
| Annual return | 14.25% | 135.09%-120.8pp | 420.17%-405.9pp | 35.66%-21.4pp |
| Employer contribution / active EE | $2,439 | $3,717-34.4% | $4,933-50.6% | $2,757-11.5% |
| Participant deferral / active EE | $11,987 | $6,651+80.2% | $8,066+48.6% | $4,299+178.8% |
| Admin fee / account holder | $13,603 | $7,951+71.1% | $12,989+4.7% | $6,924+96.4% |