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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 | $46,657 | $93,598-50.2% | $135,974-65.7% | $75,173-37.9% |
| Participation rate | 96.2% | 75.2%+21.0pp | 81.9%+14.2pp | 67.2%+29.0pp |
| Annual return | 110.23% | 30.89%+79.3pp | 68.30%+41.9pp | 160.72%-50.5pp |
| Employer contribution / active EE | $8,931 | $3,538+152.4% | $4,859+83.8% | $2,671+234.4% |
| Participant deferral / active EE | $14,939 | $6,405+133.2% | $7,760+92.5% | $4,126+262.1% |
| Admin fee / account holder | $7,015 | $6,978+0.5% | $10,767-34.8% | $5,651+24.2% |