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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 | $104,546 | $85,766+21.9% | $136,297-23.3% | $70,124+49.1% |
| Participation rate | 97.4% | 74.2%+23.2pp | 81.9%+15.4pp | 69.5%+27.8pp |
| Annual return | 18.22% | 31.45%-13.2pp | 5156.19%-5138.0pp | 73.14%-54.9pp |
| Employer contribution / active EE | $4,133 | $2,966+39.3% | $4,696-12.0% | $2,342+76.4% |
| Participant deferral / active EE | $7,230 | $5,051+43.1% | $6,247+15.7% | $3,332+117.0% |
| Admin fee / account holder | $5,142 | $5,420-5.1% | $9,244-44.4% | $4,645+10.7% |