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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 | $70,189 | $98,760-28.9% | $149,710-53.1% | $79,860-12.1% |
| Participation rate | 93.2% | 75.8%+17.5pp | 82.5%+10.8pp | 69.6%+23.6pp |
| Annual return | 21.10% | 27.43%-6.3pp | 276.63%-255.5pp | 31.72%-10.6pp |
| Employer contribution / active EE | $3,697 | $3,217+14.9% | $4,645-20.4% | $2,471+49.6% |
| Participant deferral / active EE | $7,077 | $5,681+24.6% | $6,842+3.4% | $3,740+89.2% |
| Admin fee / account holder | $1,417 | $6,053-76.6% | $9,309-84.8% | $5,306-73.3% |