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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 | $92,797 | $85,171+9.0% | $172,753-46.3% | $72,976+27.2% |
| Participation rate | 97.1% | 70.1%+27.0pp | 82.6%+14.5pp | 69.5%+27.6pp |
| Annual return | 27.06% | 27.32%-0.3pp | 803.00%-775.9pp | 81.02%-54.0pp |
| Employer contribution / active EE | $6,215 | $3,324+87.0% | $5,144+20.8% | $2,440+154.7% |
| Participant deferral / active EE | $4,324 | $3,260+32.6% | $5,198-16.8% | $3,608+19.9% |
| Admin fee / account holder | $1,233 | $5,880-79.0% | $13,956-91.2% | $5,124-75.9% |