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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 | $76,459 | $85,766-10.9% | $136,298-43.9% | $70,126+9.0% |
| Participation rate | 93.3% | 74.2%+19.2pp | 81.9%+11.4pp | 69.5%+23.8pp |
| Annual return | 18.15% | 31.46%-13.3pp | 5156.27%-5138.1pp | 73.15%-55.0pp |
| Employer contribution / active EE | $4,763 | $2,966+60.6% | $4,696+1.4% | $2,343+103.3% |
| Participant deferral / active EE | $10,663 | $5,051+111.1% | $6,247+70.7% | $3,332+220.0% |
| Admin fee / account holder | $10,438 | $5,421+92.6% | $9,244+12.9% | $4,645+124.7% |