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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 | $104,140 | $85,169+22.3% | $172,755-39.7% | $72,983+42.7% |
| Participation rate | 97.0% | 70.1%+26.9pp | 82.6%+14.3pp | 69.5%+27.5pp |
| Annual return | 18.29% | 27.32%-9.0pp | 802.94%-784.7pp | 81.01%-62.7pp |
| Employer contribution / active EE | $5,376 | $3,324+61.7% | $5,144+4.5% | $2,440+120.3% |
| Participant deferral / active EE | $2,113 | $3,260-35.2% | $5,198-59.3% | $3,608-41.4% |
| Admin fee / account holder | $11,240 | $5,880+91.1% | $13,955-19.5% | $5,124+119.4% |