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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 | $80,784 | $113,016-28.5% | $103,447-21.9% | $74,429+8.5% |
| Participation rate | 88.7% | 80.8%+7.9pp | 80.5%+8.1pp | 67.2%+21.4pp |
| Annual return | 31.84% | 23.24%+8.6pp | 23.92%+7.9pp | 1368.38%-1336.5pp |
| Employer contribution / active EE | $7,384 | $4,881+51.3% | $4,678+57.8% | $2,625+181.3% |
| Participant deferral / active EE | $11,876 | $7,279+63.1% | $6,624+79.3% | $4,348+173.1% |
| Admin fee / account holder | $1,746 | $1,709+2.2% | $9,415-81.5% | $1,944-10.2% |