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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 | $81,676 | $106,524-23.3% | $152,301-46.4% | $87,485-6.6% |
| Participation rate | 98.5% | 75.8%+22.8pp | 82.4%+16.1pp | 68.9%+29.6pp |
| Annual return | 49.87% | 26.89%+23.0pp | 80.50%-30.6pp | 26.06%+23.8pp |
| Employer contribution / active EE | $6,383 | $3,371+89.3% | $4,624+38.0% | $2,596+145.9% |
| Participant deferral / active EE | $14,270 | $6,525+118.7% | $8,004+78.3% | $4,274+233.9% |
| Admin fee / account holder | $11,412 | $8,287+37.7% | $14,398-20.7% | $7,775+46.8% |