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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 | $89,811 | $85,766+4.7% | $136,295-34.1% | $70,131+28.1% |
| Participation rate | 97.4% | 74.2%+23.2pp | 81.9%+15.4pp | 69.5%+27.8pp |
| Annual return | 19.56% | 31.45%-11.9pp | 5155.97%-5136.4pp | 73.14%-53.6pp |
| Employer contribution / active EE | $5,561 | $2,966+87.5% | $4,695+18.4% | $2,342+137.4% |
| Participant deferral / active EE | $5,859 | $5,051+16.0% | $6,247-6.2% | $3,332+75.9% |
| Admin fee / account holder | $875 | $5,420-83.9% | $9,243-90.5% | $4,645-81.2% |