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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 | $114,978 | $80,753+42.4% | $136,298-15.6% | $62,293+84.6% |
| Participation rate | 99.3% | 73.5%+25.7pp | 81.9%+17.3pp | 69.5%+29.7pp |
| Annual return | 18.93% | 35.83%-16.9pp | 5156.27%-5137.3pp | 28.90%-10.0pp |
| Employer contribution / active EE | $8,580 | $2,884+197.5% | $4,696+82.7% | $2,042+320.1% |
| Participant deferral / active EE | $8,773 | $5,164+69.9% | $6,247+40.4% | $3,169+176.8% |
| Admin fee / account holder | $3,640 | $525+592.8% | $9,244-60.6% | $479+659.4% |