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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 | $105,746 | $100,041+5.7% | $149,718-29.4% | $70,131+50.8% |
| Participation rate | 97.1% | 83.6%+13.5pp | 87.1%+10.0pp | 69.5%+27.5pp |
| Annual return | 20.46% | 27.43%-7.0pp | 1501.67%-1481.2pp | 73.14%-52.7pp |
| Employer contribution / active EE | $1,632 | $3,662-55.4% | $5,445-70.0% | $2,342-30.3% |
| Participant deferral / active EE | $7,198 | $4,983+44.5% | $6,569+9.6% | $3,332+116.0% |
| Admin fee / account holder | $11,055 | $8,286+33.4% | $11,283-2.0% | $4,645+138.0% |