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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 | $97,698 | $78,670+24.2% | $109,173-10.5% | $85,847+13.8% |
| Participation rate | 98.5% | 68.3%+30.2pp | 75.9%+22.6pp | 69.3%+29.2pp |
| Annual return | 12.05% | 25.09%-13.0pp | 25.75%-13.7pp | 318.61%-306.6pp |
| Employer contribution / active EE | $8,355 | $2,734+205.6% | $3,723+124.4% | $2,565+225.7% |
| Participant deferral / active EE | $4,618 | $3,467+33.2% | $4,654-0.8% | $3,952+16.8% |
| Admin fee / account holder | $18,028 | $5,469+229.6% | $6,755+166.9% | $6,261+188.0% |