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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 | $129,002 | $58,311+121.2% | $81,882+57.5% | $80,959+59.3% |
| Participation rate | 85.2% | 63.5%+21.7pp | 72.4%+12.8pp | 67.7%+17.5pp |
| Annual return | 14.95% | 41.85%-26.9pp | 779.47%-764.5pp | 35.67%-20.7pp |
| Employer contribution / active EE | $3,363 | $2,347+43.3% | $2,916+15.3% | $2,757+22.0% |
| Participant deferral / active EE | $5,959 | $3,287+81.3% | $4,323+37.8% | $4,300+38.6% |
| Admin fee / account holder | $869 | $4,752-81.7% | $7,360-88.2% | $6,925-87.5% |