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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 | $128,096 | $85,169+50.4% | $172,755-25.9% | $72,983+75.5% |
| Participation rate | 97.1% | 70.1%+27.1pp | 82.6%+14.5pp | 69.5%+27.7pp |
| Annual return | 29.09% | 27.32%+1.8pp | 802.94%-773.9pp | 81.01%-51.9pp |
| Employer contribution / active EE | $5,152 | $3,324+55.0% | $5,144+0.1% | $2,440+111.1% |
| Participant deferral / active EE | $3,868 | $3,260+18.7% | $5,198-25.6% | $3,608+7.2% |
| Admin fee / account holder | $4,277 | $5,880-27.3% | $13,955-69.4% | $5,124-16.5% |