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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 | $108,072 | $104,924+3.0% | $84,623+27.7% | $152,885-29.3% |
| Participation rate | 80.0% | 74.8%+5.2pp | 68.2%+11.8pp | 82.5%-2.5pp |
| Annual return | 28.44% | 373.82%-345.4pp | 258.77%-230.3pp | 345.39%-316.9pp |
| Employer contribution / active EE | $3,228 | $3,302-2.2% | $2,652+21.7% | $4,763-32.2% |
| Participant deferral / active EE | $8,445 | $4,689+80.1% | $3,899+116.6% | $5,851+44.3% |
| Admin fee / account holder | $1,674 | $6,242-73.2% | $4,913-65.9% | $11,598-85.6% |