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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 | $109,069 | $102,429+6.5% | $147,096-25.9% | $80,925+34.8% |
| Participation rate | 95.0% | 75.9%+19.1pp | 82.2%+12.8pp | 67.7%+27.3pp |
| Annual return | 15.93% | 135.02%-119.1pp | 419.75%-403.8pp | 35.65%-19.7pp |
| Employer contribution / active EE | $4,427 | $3,716+19.1% | $4,936-10.3% | $2,756+60.6% |
| Participant deferral / active EE | $9,060 | $6,649+36.3% | $8,071+12.2% | $4,299+110.8% |
| Admin fee / account holder | $6,185 | $7,957-22.3% | $13,005-52.4% | $6,940-10.9% |