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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 | $116,254 | $85,171+36.5% | $172,752-32.7% | $72,975+59.3% |
| Participation rate | 95.1% | 70.1%+25.1pp | 82.6%+12.5pp | 69.5%+25.6pp |
| Annual return | 21.92% | 27.32%-5.4pp | 802.97%-781.1pp | 81.01%-59.1pp |
| Employer contribution / active EE | $5,696 | $3,324+71.4% | $5,144+10.7% | $2,440+133.4% |
| Participant deferral / active EE | $4,510 | $3,260+38.3% | $5,198-13.2% | $3,608+25.0% |
| Admin fee / account holder | $11,774 | $5,880+100.2% | $13,955-15.6% | $5,124+129.8% |