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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 | $62,907 | $47,479+32.5% | $62,9290% | $82,448-23.7% |
| Participation rate | 95.2% | 66.9%+28.4pp | 73.1%+22.1pp | 68.1%+27.2pp |
| Annual return | 26.17% | 20.34%+5.8pp | 1063.93%-1037.8pp | 41.64%-15.5pp |
| Employer contribution / active EE | $7,078 | $1,885+275.4% | $2,505+182.6% | $2,551+177.5% |
| Participant deferral / active EE | $18,879 | $2,870+557.7% | $3,888+385.5% | $4,139+356.1% |
| Admin fee / account holder | $10,643 | $3,804+179.8% | $5,065+110.1% | $7,234+47.1% |