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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 | $120,701 | $51,606+133.9% | $129,339-6.7% | $80,911+49.2% |
| Participation rate | 73.1% | 57.0%+16.2pp | 69.6%+3.5pp | 67.6%+5.5pp |
| Annual return | 15.13% | 20.76%-5.6pp | 9437.05%-9421.9pp | 35.63%-20.5pp |
| Employer contribution / active EE | $2,649 | $1,582+67.4% | $4,154-36.2% | $2,756-3.9% |
| Participant deferral / active EE | $9,074 | $2,669+240.0% | $4,170+117.6% | $4,297+111.2% |
| Admin fee / account holder | $491 | $4,310-88.6% | $7,668-93.6% | $6,935-92.9% |