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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 | $176,882 | $75,962+132.9% | $154,108+14.8% | $64,173+175.6% |
| Participation rate | 90.0% | 70.4%+19.6pp | 83.0%+7.0pp | 69.6%+20.4pp |
| Annual return | 7.79% | 30.32%-22.5pp | 735.21%-727.4pp | 7.63%+0.2pp |
| Employer contribution / active EE | $4,897 | $3,350+46.2% | $5,298-7.6% | $2,381+105.7% |
| Participant deferral / active EE | $5,989 | $3,175+88.6% | $5,081+17.9% | $3,470+72.6% |
| Admin fee / account holder | $3,600 | $5,589-35.6% | $13,411-73.2% | $4,887-26.3% |