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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 | $107,591 | $51,638+108.4% | $68,368+57.4% | $82,448+30.5% |
| Participation rate | 95.9% | 63.6%+32.3pp | 73.8%+22.2pp | 68.1%+27.9pp |
| Annual return | 15.78% | 37.53%-21.8pp | 292.57%-276.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $4,471 | $2,047+118.5% | $2,649+68.8% | $2,551+75.3% |
| Participant deferral / active EE | $6,860 | $2,914+135.5% | $4,123+66.4% | $4,139+65.7% |
| Admin fee / account holder | $11,163 | $4,643+140.4% | $5,150+116.8% | $7,234+54.3% |