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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 | $141,367 | $100,041+41.3% | $149,718-5.6% | $70,131+101.6% |
| Participation rate | 93.3% | 83.6%+9.7pp | 87.1%+6.3pp | 69.5%+23.8pp |
| Annual return | 15.14% | 27.43%-12.3pp | 1501.67%-1486.5pp | 73.14%-58.0pp |
| Employer contribution / active EE | $3,953 | $3,662+8.0% | $5,445-27.4% | $2,342+68.8% |
| Participant deferral / active EE | $12,989 | $4,983+160.7% | $6,569+97.7% | $3,332+289.8% |
| Admin fee / account holder | $8,307 | $8,286+0.2% | $11,283-26.4% | $4,645+78.8% |