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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 | $79,835 | $53,128+50.3% | $86,581-7.8% | $70,124+13.8% |
| Participation rate | 83.3% | 65.3%+18.0pp | 73.5%+9.8pp | 69.5%+13.8pp |
| Annual return | 16.63% | 27.66%-11.0pp | 965.06%-948.4pp | 73.14%-56.5pp |
| Employer contribution / active EE | $3,039 | $2,068+47.0% | $2,840+7.0% | $2,342+29.8% |
| Participant deferral / active EE | $4,498 | $2,695+66.9% | $3,609+24.7% | $3,332+35.0% |
| Admin fee / account holder | $512 | $3,584-85.7% | $4,904-89.6% | $4,645-89.0% |