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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 | $107,600 | $102,385+5.1% | $147,080-26.8% | $80,935+32.9% |
| Participation rate | 94.6% | 75.9%+18.7pp | 82.2%+12.4pp | 67.7%+26.9pp |
| Annual return | 12.49% | 135.09%-122.6pp | 420.17%-407.7pp | 35.66%-23.2pp |
| Employer contribution / active EE | $2,540 | $3,717-31.7% | $4,933-48.5% | $2,757-7.9% |
| Participant deferral / active EE | $9,079 | $6,651+36.5% | $8,066+12.6% | $4,299+111.2% |
| Admin fee / account holder | $848 | $7,951-89.3% | $12,989-93.5% | $6,924-87.8% |