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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 | $124,885 | $78,707+58.7% | $117,861+6.0% | $70,126+78.1% |
| Participation rate | 79.3% | 73.2%+6.1pp | 79.7%-0.4pp | 69.5%+9.8pp |
| Annual return | 13.14% | 23.30%-10.2pp | 335.11%-322.0pp | 73.15%-60.0pp |
| Employer contribution / active EE | $697 | $2,223-68.7% | $3,786-81.6% | $2,343-70.3% |
| Participant deferral / active EE | $4,779 | $3,297+44.9% | $4,482+6.6% | $3,332+43.4% |
| Admin fee / account holder | $657 | $5,066-87.0% | $8,021-91.8% | $4,645-85.9% |