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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 | $115,228 | $85,171+35.3% | $172,752-33.3% | $72,975+57.9% |
| Participation rate | 97.1% | 70.1%+27.1pp | 82.6%+14.5pp | 69.5%+27.7pp |
| Annual return | 20.10% | 27.32%-7.2pp | 802.97%-782.9pp | 81.01%-60.9pp |
| Employer contribution / active EE | $1,429 | $3,324-57.0% | $5,144-72.2% | $2,440-41.5% |
| Participant deferral / active EE | $4,009 | $3,260+23.0% | $5,198-22.9% | $3,608+11.1% |
| Admin fee / account holder | $8,477 | $5,880+44.2% | $13,955-39.3% | $5,124+65.4% |