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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 | $136,048 | $102,422+32.8% | $147,117-7.5% | $80,959+68.0% |
| Participation rate | 96.3% | 75.9%+20.4pp | 82.2%+14.1pp | 67.7%+28.6pp |
| Annual return | 17.51% | 135.16%-117.6pp | 420.54%-403.0pp | 35.67%-18.2pp |
| Employer contribution / active EE | $2,367 | $3,717-36.3% | $4,932-52.0% | $2,757-14.2% |
| Participant deferral / active EE | $14,518 | $6,652+118.2% | $8,065+80.0% | $4,300+237.6% |
| Admin fee / account holder | $8,751 | $7,953+10.0% | $12,993-32.6% | $6,925+26.4% |