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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 | $109,906 | $88,137+24.7% | $164,975-33.4% | $74,429+47.7% |
| Participation rate | 99.1% | 73.1%+26.0pp | 78.6%+20.5pp | 67.2%+31.9pp |
| Annual return | 17.29% | 17.13%+0.2pp | 70.12%-52.8pp | 1368.38%-1351.1pp |
| Employer contribution / active EE | $3,055 | $2,597+17.6% | $4,343-29.7% | $2,625+16.4% |
| Participant deferral / active EE | $5,663 | $4,501+25.8% | $6,033-6.1% | $4,348+30.2% |
| Admin fee / account holder | $3,415 | $2,231+53.0% | $12,688-73.1% | $1,944+75.6% |