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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 | $64,025 | $58,828+8.8% | $78,002-17.9% | $62,881+1.8% |
| Participation rate | 94.7% | 71.1%+23.7pp | 75.5%+19.2pp | 69.3%+25.4pp |
| Annual return | 10.55% | 17.16%-6.6pp | 425.99%-415.4pp | 20.14%-9.6pp |
| Employer contribution / active EE | $2,397 | $1,672+43.4% | $2,470-3.0% | $2,281+5.1% |
| Participant deferral / active EE | $4,100 | $2,686+52.7% | $3,497+17.2% | $3,203+28.0% |
| Admin fee / account holder | $1,085 | $4,393-75.3% | $5,481-80.2% | $4,296-74.7% |