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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 | $120,956 | $98,240+23.1% | $82,312+46.9% | $147,586-18.0% |
| Participation rate | 95.0% | 79.7%+15.3pp | 76.9%+18.1pp | 82.8%+12.2pp |
| Annual return | 11.91% | 30.85%-18.9pp | 25.88%-14.0pp | 578.59%-566.7pp |
| Employer contribution / active EE | $1,076 | $3,192-66.3% | $2,428-55.7% | $4,876-77.9% |
| Participant deferral / active EE | $3,276 | $4,383-25.3% | $3,706-11.6% | $5,439-39.8% |
| Admin fee / account holder | $3,969 | $8,563-53.7% | $5,608-29.2% | $10,886-63.5% |