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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 | $124,247 | $89,259+39.2% | $107,187+15.9% | $82,637+50.4% |
| Participation rate | 98.0% | 67.9%+30.1pp | 75.0%+23.0pp | 68.1%+29.9pp |
| Annual return | 13.32% | 21.02%-7.7pp | 204.55%-191.2pp | 53.51%-40.2pp |
| Employer contribution / active EE | $16,541 | $3,080+437.1% | $3,782+337.3% | $2,552+548.1% |
| Participant deferral / active EE | $4,660 | $4,037+15.4% | $5,096-8.6% | $4,126+12.9% |
| Admin fee / account holder | $13,893 | $7,381+88.2% | $9,162+51.6% | $7,339+89.3% |