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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 | $134,957 | $102,422+31.8% | $147,117-8.3% | $80,959+66.7% |
| Participation rate | 95.5% | 75.9%+19.6pp | 82.2%+13.3pp | 67.7%+27.8pp |
| Annual return | 14.30% | 135.16%-120.9pp | 420.54%-406.2pp | 35.67%-21.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,944 | $6,652+49.5% | $8,065+23.3% | $4,300+131.2% |
| Admin fee / account holder | $17,216 | $7,953+116.5% | $12,993+32.5% | $6,925+148.6% |