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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 | $75,846 | $100,060-24.2% | $149,721-49.3% | $70,126+8.2% |
| Participation rate | 95.9% | 83.6%+12.4pp | 87.1%+8.9pp | 69.5%+26.4pp |
| Annual return | 17.25% | 27.46%-10.2pp | 1501.67%-1484.4pp | 73.15%-55.9pp |
| Employer contribution / active EE | $5,176 | $3,661+41.4% | $5,444-4.9% | $2,343+120.9% |
| Participant deferral / active EE | $7,094 | $4,982+42.4% | $6,568+8.0% | $3,332+112.9% |
| Admin fee / account holder | $6,257 | $8,285-24.5% | $11,282-44.5% | $4,645+34.7% |