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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 | $92,011 | $78,682+16.9% | $109,188-15.7% | $85,851+7.2% |
| Participation rate | 97.1% | 68.3%+28.9pp | 75.9%+21.3pp | 69.3%+27.8pp |
| Annual return | 17.09% | 25.09%-8.0pp | 25.76%-8.7pp | 318.63%-301.5pp |
| Employer contribution / active EE | $10,976 | $2,734+301.5% | $3,723+194.8% | $2,565+327.8% |
| Participant deferral / active EE | $4,546 | $3,468+31.1% | $4,654-2.3% | $3,952+15.0% |
| Admin fee / account holder | $6,703 | $5,470+22.6% | $6,755-0.8% | $6,261+7.1% |