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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 | $135,376 | $93,345+45.0% | $119,126+13.6% | $87,485+54.7% |
| Participation rate | 91.9% | 68.7%+23.2pp | 75.8%+16.1pp | 68.9%+23.0pp |
| Annual return | 18.52% | 19.08%-0.6pp | 282.11%-263.6pp | 26.06%-7.5pp |
| Employer contribution / active EE | $20,804 | $3,172+556.0% | $4,034+415.8% | $2,596+701.3% |
| Participant deferral / active EE | $1,864 | $4,099-54.5% | $5,318-65.0% | $4,274-56.4% |
| Admin fee / account holder | $7,026 | $8,039-12.6% | $10,693-34.3% | $7,775-9.6% |