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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 | $109,172 | $93,345+17.0% | $119,126-8.4% | $87,485+24.8% |
| Participation rate | 97.1% | 68.7%+28.4pp | 75.8%+21.4pp | 68.9%+28.2pp |
| Annual return | 12.96% | 19.08%-6.1pp | 282.11%-269.1pp | 26.06%-13.1pp |
| Employer contribution / active EE | $3,603 | $3,172+13.6% | $4,034-10.7% | $2,596+38.8% |
| Participant deferral / active EE | $6,884 | $4,099+68.0% | $5,318+29.4% | $4,274+61.1% |
| Admin fee / account holder | $30,993 | $8,039+285.5% | $10,693+189.8% | $7,775+298.6% |