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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 | $158,377 | $85,171+86.0% | $172,752-8.3% | $72,975+117.0% |
| Participation rate | 98.1% | 70.1%+28.1pp | 82.6%+15.5pp | 69.5%+28.6pp |
| Annual return | 17.69% | 27.32%-9.6pp | 802.97%-785.3pp | 81.01%-63.3pp |
| Employer contribution / active EE | $5,893 | $3,324+77.3% | $5,144+14.6% | $2,440+141.5% |
| Participant deferral / active EE | $3,626 | $3,260+11.2% | $5,198-30.2% | $3,608+0.5% |
| Admin fee / account holder | $747 | $5,880-87.3% | $13,955-94.6% | $5,124-85.4% |