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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 | $68,319 | $55,930+22.2% | $76,089-10.2% | $80,925-15.6% |
| Participation rate | 96.9% | 62.1%+34.8pp | 69.1%+27.8pp | 67.7%+29.2pp |
| Annual return | 15.10% | 20.58%-5.5pp | 360.94%-345.8pp | 35.65%-20.5pp |
| Employer contribution / active EE | $5,949 | $1,866+218.8% | $2,690+121.2% | $2,756+115.8% |
| Participant deferral / active EE | $12,748 | $3,051+317.9% | $4,259+199.3% | $4,299+196.6% |
| Admin fee / account holder | $7,248 | $5,241+38.3% | $6,418+12.9% | $6,940+4.4% |