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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 | $124,772 | $100,139+24.6% | $85,187+46.5% | $145,884-14.5% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.0pp |
| Annual return | 12.71% | 84.15%-71.4pp | 66.67%-54.0pp | 551.85%-539.1pp |
| Employer contribution / active EE | $8,941 | $3,238+176.1% | $2,732+227.2% | $4,662+91.8% |
| Participant deferral / active EE | $11,322 | $5,296+113.8% | $4,525+150.2% | $6,690+69.2% |
| Admin fee / account holder | $23,318 | $7,262+221.1% | $6,162+278.4% | $13,392+74.1% |