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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 | $117,146 | $78,705+48.8% | $117,857-0.6% | $70,131+67.0% |
| Participation rate | 94.5% | 73.2%+21.3pp | 79.7%+14.8pp | 69.5%+25.0pp |
| Annual return | 20.85% | 23.30%-2.4pp | 335.09%-314.2pp | 73.14%-52.3pp |
| Employer contribution / active EE | $6,687 | $2,223+200.8% | $3,786+76.6% | $2,342+185.5% |
| Participant deferral / active EE | $7,372 | $3,297+123.6% | $4,482+64.5% | $3,332+121.3% |
| Admin fee / account holder | $1,475 | $5,065-70.9% | $8,020-81.6% | $4,645-68.2% |