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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 | $67,965 | $57,352+18.5% | $83,830-18.9% | $64,173+5.9% |
| Participation rate | 90.0% | 68.6%+21.4pp | 76.1%+13.9pp | 69.6%+20.4pp |
| Annual return | 9.38% | 11.38%-2.0pp | 850.97%-841.6pp | 7.63%+1.7pp |
| Employer contribution / active EE | $1,814 | $2,546-28.7% | $3,631-50.0% | $2,381-23.8% |
| Participant deferral / active EE | $4,297 | $2,993+43.6% | $4,082+5.3% | $3,470+23.8% |
| Admin fee / account holder | $1,300 | $4,046-67.9% | $5,479-76.3% | $4,887-73.4% |