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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 | $84,858 | $85,766-1.1% | $136,298-37.7% | $70,126+21.0% |
| Participation rate | 97.8% | 74.2%+23.7pp | 81.9%+15.9pp | 69.5%+28.3pp |
| Annual return | 19.77% | 31.46%-11.7pp | 5156.27%-5136.5pp | 73.15%-53.4pp |
| Employer contribution / active EE | $6,072 | $2,966+104.7% | $4,696+29.3% | $2,343+159.2% |
| Participant deferral / active EE | $9,829 | $5,051+94.6% | $6,247+57.3% | $3,332+195.0% |
| Admin fee / account holder | $937 | $5,421-82.7% | $9,244-89.9% | $4,645-79.8% |