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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 | $96,603 | $85,171+13.4% | $172,753-44.1% | $72,976+32.4% |
| Participation rate | 79.4% | 70.1%+9.3pp | 82.6%-3.2pp | 69.5%+9.9pp |
| Annual return | 22.12% | 27.32%-5.2pp | 803.00%-780.9pp | 81.02%-58.9pp |
| Employer contribution / active EE | $8,840 | $3,324+166.0% | $5,144+71.9% | $2,440+262.3% |
| Participant deferral / active EE | $3,100 | $3,260-4.9% | $5,198-40.4% | $3,608-14.1% |
| Admin fee / account holder | $42,406 | $5,880+621.2% | $13,956+203.9% | $5,124+727.6% |