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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 | $82,104 | $58,311+40.8% | $81,882+0.3% | $80,959+1.4% |
| Participation rate | 89.7% | 63.5%+26.2pp | 72.4%+17.3pp | 67.7%+22.0pp |
| Annual return | 19.74% | 41.85%-22.1pp | 779.47%-759.7pp | 35.67%-15.9pp |
| Employer contribution / active EE | $4,908 | $2,347+109.2% | $2,916+68.3% | $2,757+78.0% |
| Participant deferral / active EE | $7,947 | $3,287+141.8% | $4,323+83.8% | $4,300+84.8% |
| Admin fee / account holder | $3,099 | $4,752-34.8% | $7,360-57.9% | $6,925-55.3% |