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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 | $58,435 | $53,127+10.0% | $86,597-32.5% | $70,131-16.7% |
| Participation rate | 98.6% | 65.3%+33.3pp | 73.5%+25.1pp | 69.5%+29.1pp |
| Annual return | 18.42% | 27.66%-9.2pp | 964.96%-946.5pp | 73.14%-54.7pp |
| Employer contribution / active EE | $3,809 | $2,068+84.2% | $2,840+34.1% | $2,342+62.6% |
| Participant deferral / active EE | $5,073 | $2,696+88.2% | $3,609+40.6% | $3,332+52.3% |
| Admin fee / account holder | $1,796 | $3,585-49.9% | $4,906-63.4% | $4,645-61.3% |