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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 | $127,312 | $85,171+49.5% | $172,753-26.3% | $72,976+74.5% |
| Participation rate | 97.4% | 70.1%+27.3pp | 82.6%+14.8pp | 69.5%+27.9pp |
| Annual return | 21.37% | 27.32%-6.0pp | 803.00%-781.6pp | 81.02%-59.6pp |
| Employer contribution / active EE | $4,726 | $3,324+42.2% | $5,144-8.1% | $2,440+93.7% |
| Participant deferral / active EE | $3,149 | $3,260-3.4% | $5,198-39.4% | $3,608-12.7% |
| Admin fee / account holder | $11,028 | $5,880+87.5% | $13,956-21.0% | $5,124+115.2% |