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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 | $94,796 | $53,127+78.4% | $86,587+9.5% | $70,131+35.2% |
| Participation rate | 97.1% | 65.3%+31.8pp | 73.5%+23.6pp | 69.5%+27.6pp |
| Annual return | 15.60% | 27.66%-12.1pp | 964.86%-949.3pp | 73.14%-57.5pp |
| Employer contribution / active EE | $7,256 | $2,068+250.8% | $2,839+155.5% | $2,342+209.7% |
| Participant deferral / active EE | $7,532 | $2,696+179.4% | $3,609+108.7% | $3,332+126.1% |
| Admin fee / account holder | $2,086 | $3,585-41.8% | $4,906-57.5% | $4,645-55.1% |