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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 | $67,509 | $41,854+61.3% | $73,836-8.6% | $52,331+29.0% |
| Participation rate | 99.1% | 66.2%+32.9pp | 73.4%+25.7pp | 68.1%+31.0pp |
| Annual return | 4.37% | 2.11%+2.3pp | 2268.06%-2263.7pp | 4.54%-0.2pp |
| Employer contribution / active EE | $6,644 | $1,920+246.0% | $2,787+138.4% | $1,882+253.1% |
| Participant deferral / active EE | $9,489 | $2,498+279.9% | $3,583+164.8% | $3,022+214.0% |
| Admin fee / account holder | $6,729 | $493+1265.9% | $4,882+37.8% | $592+1037.4% |