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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 | $133,223 | $98,766+34.9% | $149,730-11.0% | $79,852+66.8% |
| Participation rate | 98.3% | 75.8%+22.6pp | 82.5%+15.9pp | 69.6%+28.7pp |
| Annual return | 53.95% | 27.43%+26.5pp | 276.70%-222.8pp | 31.72%+22.2pp |
| Employer contribution / active EE | $4,372 | $3,217+35.9% | $4,645-5.9% | $2,471+76.9% |
| Participant deferral / active EE | $7,317 | $5,681+28.8% | $6,843+6.9% | $3,740+95.6% |
| Admin fee / account holder | $478 | $6,052-92.1% | $9,310-94.9% | $5,306-91.0% |