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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 | $76,908 | $53,128+44.8% | $86,581-11.2% | $70,124+9.7% |
| Participation rate | 97.9% | 65.3%+32.6pp | 73.5%+24.3pp | 69.5%+28.3pp |
| Annual return | 17.12% | 27.66%-10.5pp | 965.06%-947.9pp | 73.14%-56.0pp |
| Employer contribution / active EE | $618 | $2,068-70.1% | $2,840-78.3% | $2,342-73.6% |
| Participant deferral / active EE | $4,919 | $2,695+82.5% | $3,609+36.3% | $3,332+47.6% |
| Admin fee / account holder | $5,853 | $3,584+63.3% | $4,904+19.3% | $4,645+26.0% |