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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 | $115,843 | $85,766+35.1% | $136,298-15.0% | $70,126+65.2% |
| Participation rate | 97.3% | 74.2%+23.1pp | 81.9%+15.4pp | 69.5%+27.8pp |
| Annual return | 16.77% | 31.46%-14.7pp | 5156.27%-5139.5pp | 73.15%-56.4pp |
| Employer contribution / active EE | $3,468 | $2,966+16.9% | $4,696-26.1% | $2,343+48.0% |
| Participant deferral / active EE | $7,922 | $5,051+56.8% | $6,247+26.8% | $3,332+137.8% |
| Admin fee / account holder | $1,813 | $5,421-66.6% | $9,244-80.4% | $4,645-61.0% |