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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 | $88,610 | $85,171+4.0% | $172,753-48.7% | $72,976+21.4% |
| Participation rate | 97.9% | 70.1%+27.9pp | 82.6%+15.3pp | 69.5%+28.4pp |
| Annual return | 19.34% | 27.32%-8.0pp | 803.00%-783.7pp | 81.02%-61.7pp |
| Employer contribution / active EE | $2,651 | $3,324-20.3% | $5,144-48.5% | $2,440+8.6% |
| Participant deferral / active EE | $6,370 | $3,260+95.4% | $5,198+22.6% | $3,608+76.6% |
| Admin fee / account holder | $1,072 | $5,880-81.8% | $13,956-92.3% | $5,124-79.1% |