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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 | $92,618 | $85,766+8.0% | $136,298-32.0% | $70,126+32.1% |
| Participation rate | 88.0% | 74.2%+13.8pp | 81.9%+6.1pp | 69.5%+18.5pp |
| Annual return | 20.29% | 31.46%-11.2pp | 5156.27%-5136.0pp | 73.15%-52.9pp |
| Employer contribution / active EE | $3,674 | $2,966+23.9% | $4,696-21.8% | $2,343+56.8% |
| Participant deferral / active EE | $8,475 | $5,051+67.8% | $6,247+35.7% | $3,332+154.4% |
| Admin fee / account holder | $1,456 | $5,421-73.1% | $9,244-84.3% | $4,645-68.7% |