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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 | $111,708 | $58,726+90.2% | $142,898-21.8% | $85,851+30.1% |
| Participation rate | 94.4% | 58.5%+36.0pp | 72.0%+22.5pp | 69.3%+25.1pp |
| Annual return | 26.49% | 27.73%-1.2pp | 5639.64%-5613.1pp | 318.63%-292.1pp |
| Employer contribution / active EE | $4,279 | $1,424+200.6% | $4,146+3.2% | $2,565+66.8% |
| Participant deferral / active EE | $2,671 | $2,609+2.4% | $3,838-30.4% | $3,952-32.4% |
| Admin fee / account holder | $2,345 | $4,234-44.6% | $6,560-64.3% | $6,261-62.5% |