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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 | $89,586 | $102,382-12.5% | $147,005-39.1% | $80,874+10.8% |
| Participation rate | 92.5% | 75.8%+16.7pp | 82.2%+10.4pp | 67.6%+24.9pp |
| Annual return | 16.85% | 134.89%-118.0pp | 418.76%-401.9pp | 35.62%-18.8pp |
| Employer contribution / active EE | $9,890 | $3,715+166.2% | $4,934+100.4% | $2,756+258.9% |
| Participant deferral / active EE | $17,733 | $6,646+166.8% | $8,070+119.7% | $4,297+312.7% |
| Admin fee / account holder | $7,059 | $7,942-11.1% | $13,006-45.7% | $6,935+1.8% |