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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 | $127,263 | $93,345+36.3% | $119,126+6.8% | $87,485+45.5% |
| Participation rate | 97.2% | 68.7%+28.5pp | 75.8%+21.5pp | 68.9%+28.3pp |
| Annual return | 14.52% | 19.08%-4.6pp | 282.11%-267.6pp | 26.06%-11.5pp |
| Employer contribution / active EE | $5,435 | $3,172+71.4% | $4,034+34.8% | $2,596+109.4% |
| Participant deferral / active EE | $7,031 | $4,099+71.6% | $5,318+32.2% | $4,274+64.5% |
| Admin fee / account holder | $1,639 | $8,039-79.6% | $10,693-84.7% | $7,775-78.9% |