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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 | $28,742 | $93,598-69.3% | $135,974-78.9% | $75,173-61.8% |
| Participation rate | 97.5% | 75.2%+22.3pp | 81.9%+15.6pp | 67.2%+30.3pp |
| Annual return | 49.58% | 30.89%+18.7pp | 68.30%-18.7pp | 160.72%-111.1pp |
| Employer contribution / active EE | $4,852 | $3,538+37.1% | $4,859-0.2% | $2,671+81.6% |
| Participant deferral / active EE | $11,039 | $6,405+72.3% | $7,760+42.3% | $4,126+167.5% |
| Admin fee / account holder | $5,776 | $6,978-17.2% | $10,767-46.3% | $5,651+2.2% |