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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 | $106,739 | $102,635+4.0% | $86,209+23.8% | $139,456-23.5% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.0%+16.8pp | 80.3%+5.4pp |
| Annual return | 17.82% | 1923.53%-1905.7pp | 1169.05%-1151.2pp | 373.45%-355.6pp |
| Employer contribution / active EE | $3,418 | $3,034+12.7% | $2,381+43.5% | $4,753-28.1% |
| Participant deferral / active EE | $5,548 | $4,677+18.6% | $3,986+39.2% | $6,711-17.3% |
| Admin fee / account holder | $956 | $8,661-89.0% | $6,853-86.1% | $11,407-91.6% |