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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 | $101,695 | $64,324+58.1% | $118,914-14.5% | $79,856+27.3% |
| Participation rate | 96.7% | 64.9%+31.9pp | 75.4%+21.3pp | 69.6%+27.1pp |
| Annual return | 12.24% | 86.45%-74.2pp | 35.89%-23.7pp | 31.71%-19.5pp |
| Employer contribution / active EE | $2,793 | $1,836+52.1% | $3,264-14.4% | $2,471+13.0% |
| Participant deferral / active EE | $4,551 | $2,824+61.2% | $4,266+6.7% | $3,741+21.7% |
| Admin fee / account holder | $9,570 | $4,040+136.9% | $6,582+45.4% | $5,306+80.3% |