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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 | $105,327 | $85,766+22.8% | $136,295-22.7% | $70,131+50.2% |
| Participation rate | 96.4% | 74.2%+22.3pp | 81.9%+14.5pp | 69.5%+26.9pp |
| Annual return | 15.52% | 31.45%-15.9pp | 5155.97%-5140.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $1,942 | $2,966-34.5% | $4,695-58.6% | $2,342-17.1% |
| Participant deferral / active EE | $5,162 | $5,051+2.2% | $6,247-17.4% | $3,332+54.9% |
| Admin fee / account holder | $3,229 | $5,420-40.4% | $9,243-65.1% | $4,645-30.5% |