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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 | $105,518 | $102,422+3.0% | $147,117-28.3% | $80,959+30.3% |
| Participation rate | 95.2% | 75.9%+19.4pp | 82.2%+13.1pp | 67.7%+27.6pp |
| Annual return | 13.59% | 135.16%-121.6pp | 420.54%-407.0pp | 35.67%-22.1pp |
| Employer contribution / active EE | $2,744 | $3,717-26.2% | $4,932-44.4% | $2,757-0.5% |
| Participant deferral / active EE | $9,533 | $6,652+43.3% | $8,065+18.2% | $4,300+121.7% |
| Admin fee / account holder | $22,019 | $7,953+176.8% | $12,993+69.5% | $6,925+217.9% |