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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 | $99,431 | $53,127+87.2% | $86,597+14.8% | $70,131+41.8% |
| Participation rate | 85.0% | 65.3%+19.7pp | 73.5%+11.5pp | 69.5%+15.5pp |
| Annual return | 32.01% | 27.66%+4.3pp | 964.96%-933.0pp | 73.14%-41.1pp |
| Employer contribution / active EE | $3,264 | $2,068+57.8% | $2,840+14.9% | $2,342+39.3% |
| Participant deferral / active EE | $10,922 | $2,696+305.2% | $3,609+202.7% | $3,332+227.8% |
| Admin fee / account holder | $20,540 | $3,585+472.9% | $4,906+318.7% | $4,645+342.1% |