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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 | $114,763 | $63,346+81.2% | $92,240+24.4% | $70,126+63.7% |
| Participation rate | 79.2% | 68.7%+10.6pp | 76.5%+2.8pp | 69.5%+9.7pp |
| Annual return | 13.38% | 530.19%-516.8pp | 176.29%-162.9pp | 73.15%-59.8pp |
| Employer contribution / active EE | $6,048 | $2,471+144.7% | $3,680+64.4% | $2,343+158.2% |
| Participant deferral / active EE | $4,379 | $2,854+53.5% | $3,897+12.4% | $3,332+31.4% |
| Admin fee / account holder | $3,666 | $3,841-4.5% | $5,194-29.4% | $4,645-21.1% |