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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 | $110,662 | $63,346+74.7% | $92,240+20.0% | $70,126+57.8% |
| Participation rate | 97.0% | 68.7%+28.3pp | 76.5%+20.5pp | 69.5%+27.4pp |
| Annual return | 16.11% | 530.19%-514.1pp | 176.29%-160.2pp | 73.15%-57.0pp |
| Employer contribution / active EE | $4,316 | $2,471+74.6% | $3,680+17.3% | $2,343+84.2% |
| Participant deferral / active EE | $8,410 | $2,854+194.7% | $3,897+115.8% | $3,332+152.4% |
| Admin fee / account holder | $1,123 | $3,841-70.8% | $5,194-78.4% | $4,645-75.8% |