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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 | $94,809 | $61,816+53.4% | $97,260-2.5% | $80,935+17.1% |
| Participation rate | 95.0% | 63.5%+31.5pp | 72.7%+22.3pp | 67.7%+27.3pp |
| Annual return | 13.90% | -558.73%+572.6pp | 75.54%-61.6pp | 35.66%-21.8pp |
| Employer contribution / active EE | $2,410 | $1,836+31.2% | $2,721-11.4% | $2,757-12.6% |
| Participant deferral / active EE | $7,552 | $3,027+149.5% | $4,262+77.2% | $4,299+75.6% |
| Admin fee / account holder | $18,356 | $5,166+255.3% | $5,640+225.5% | $6,924+165.1% |