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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 | $135,729 | $98,776+37.4% | $149,745-9.4% | $79,856+70.0% |
| Participation rate | 98.6% | 75.8%+22.8pp | 82.5%+16.1pp | 69.6%+28.9pp |
| Annual return | 18.44% | 27.38%-8.9pp | 276.72%-258.3pp | 31.71%-13.3pp |
| Employer contribution / active EE | $1,212 | $3,217-62.3% | $4,646-73.9% | $2,471-50.9% |
| Participant deferral / active EE | $11,272 | $5,681+98.4% | $6,843+64.7% | $3,741+201.4% |
| Admin fee / account holder | $4,339 | $6,053-28.3% | $9,312-53.4% | $5,306-18.2% |