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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 | $67,268 | $75,058-10.4% | $152,301-55.8% | $64,340+4.6% |
| Participation rate | 95.9% | 60.9%+35.0pp | 82.4%+13.4pp | 55.2%+40.6pp |
| Annual return | 61.06% | 29.93%+31.1pp | 80.50%-19.4pp | 24.14%+36.9pp |
| Employer contribution / active EE | $4,315 | $2,605+65.7% | $4,624-6.7% | $1,862+131.8% |
| Participant deferral / active EE | $9,631 | $5,041+91.1% | $8,004+20.3% | $2,980+223.1% |
| Admin fee / account holder | $7,608 | $4,050+87.8% | $14,398-47.2% | $3,703+105.5% |