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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 | $123,927 | $102,385+21.0% | $147,080-15.7% | $80,935+53.1% |
| Participation rate | 88.6% | 75.9%+12.7pp | 82.2%+6.4pp | 67.7%+20.9pp |
| Annual return | 14.34% | 135.09%-120.8pp | 420.17%-405.8pp | 35.66%-21.3pp |
| Employer contribution / active EE | $3,984 | $3,717+7.2% | $4,933-19.2% | $2,757+44.5% |
| Participant deferral / active EE | $11,020 | $6,651+65.7% | $8,066+36.6% | $4,299+156.3% |
| Admin fee / account holder | $38,848 | $7,951+388.6% | $12,989+199.1% | $6,924+461.0% |