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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 | $117,311 | $55,889+109.9% | $76,119+54.1% | $80,935+44.9% |
| Participation rate | 96.0% | 62.1%+33.9pp | 69.1%+26.9pp | 67.7%+28.3pp |
| Annual return | 12.60% | 20.58%-8.0pp | 361.25%-348.6pp | 35.66%-23.1pp |
| Employer contribution / active EE | $837 | $1,866-55.2% | $2,693-68.9% | $2,757-69.6% |
| Participant deferral / active EE | $4,170 | $3,051+36.7% | $4,259-2.1% | $4,299-3.0% |
| Admin fee / account holder | $1,643 | $5,241-68.7% | $6,421-74.4% | $6,924-76.3% |