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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 | $79,711 | $79,449+0.3% | $189,575-58.0% | $85,847-7.1% |
| Participation rate | 93.8% | 66.0%+27.8pp | 78.4%+15.3pp | 69.3%+24.4pp |
| Annual return | 12.18% | 18.45%-6.3pp | 64.19%-52.0pp | 318.61%-306.4pp |
| Employer contribution / active EE | $9,876 | $2,081+374.6% | $4,412+123.8% | $2,565+285.0% |
| Participant deferral / active EE | $6,190 | $4,051+52.8% | $6,174+0.3% | $3,952+56.6% |
| Admin fee / account holder | $16,625 | $5,377+209.2% | $9,806+69.5% | $6,261+165.5% |