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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 | $100,660 | $70,430+42.9% | $96,572+4.2% | $85,851+17.2% |
| Participation rate | 88.4% | 61.8%+26.6pp | 69.8%+18.5pp | 69.3%+19.1pp |
| Annual return | 21.62% | 18.58%+3.0pp | 37.79%-16.2pp | 318.63%-297.0pp |
| Employer contribution / active EE | $6,377 | $1,413+351.2% | $2,357+170.5% | $2,565+148.6% |
| Participant deferral / active EE | $7,611 | $2,894+163.0% | $3,850+97.7% | $3,952+92.6% |
| Admin fee / account holder | $531 | $4,996-89.4% | $6,183-91.4% | $6,261-91.5% |