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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 | $97,782 | $102,385-4.5% | $147,080-33.5% | $80,935+20.8% |
| Participation rate | 92.0% | 75.9%+16.1pp | 82.2%+9.8pp | 67.7%+24.3pp |
| Annual return | 16.75% | 135.09%-118.3pp | 420.17%-403.4pp | 35.66%-18.9pp |
| Employer contribution / active EE | $6,833 | $3,717+83.9% | $4,933+38.5% | $2,757+147.9% |
| Participant deferral / active EE | $7,316 | $6,651+10.0% | $8,066-9.3% | $4,299+70.2% |
| Admin fee / account holder | $1,001 | $7,951-87.4% | $12,989-92.3% | $6,924-85.5% |