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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 | $113,117 | $102,393+10.5% | $147,041-23.1% | $80,911+39.8% |
| Participation rate | 98.8% | 75.9%+22.9pp | 82.2%+16.6pp | 67.6%+31.1pp |
| Annual return | 17.19% | 134.95%-117.8pp | 419.21%-402.0pp | 35.63%-18.4pp |
| Employer contribution / active EE | $4,897 | $3,715+31.8% | $4,935-0.8% | $2,756+77.7% |
| Participant deferral / active EE | $11,559 | $6,647+73.9% | $8,071+43.2% | $4,297+169.0% |
| Admin fee / account holder | $6,944 | $7,943-12.6% | $13,006-46.6% | $6,935+0.1% |