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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 | $69,813 | $98,760-29.3% | $149,715-53.4% | $79,858-12.6% |
| Participation rate | 97.8% | 75.8%+22.1pp | 82.5%+15.4pp | 69.6%+28.2pp |
| Annual return | 32.57% | 27.43%+5.1pp | 276.66%-244.1pp | 31.72%+0.9pp |
| Employer contribution / active EE | $4,578 | $3,217+42.3% | $4,645-1.4% | $2,471+85.3% |
| Participant deferral / active EE | $10,903 | $5,681+91.9% | $6,842+59.4% | $3,740+191.5% |
| Admin fee / account holder | $1,247 | $6,053-79.4% | $9,310-86.6% | $5,306-76.5% |