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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 | $105,441 | $85,171+23.8% | $172,753-39.0% | $72,976+44.5% |
| Participation rate | 93.8% | 70.1%+23.7pp | 82.6%+11.1pp | 69.5%+24.3pp |
| Annual return | 20.23% | 27.32%-7.1pp | 803.00%-782.8pp | 81.02%-60.8pp |
| Employer contribution / active EE | $7,968 | $3,324+139.7% | $5,144+54.9% | $2,440+226.5% |
| Participant deferral / active EE | $4,781 | $3,260+46.7% | $5,198-8.0% | $3,608+32.5% |
| Admin fee / account holder | $681 | $5,880-88.4% | $13,956-95.1% | $5,124-86.7% |