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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 | $108,383 | $85,766+26.4% | $136,297-20.5% | $70,131+54.5% |
| Participation rate | 94.4% | 74.2%+20.3pp | 81.9%+12.5pp | 69.5%+24.9pp |
| Annual return | 15.32% | 31.45%-16.1pp | 5156.16%-5140.8pp | 73.14%-57.8pp |
| Employer contribution / active EE | $7,156 | $2,966+141.3% | $4,696+52.4% | $2,342+205.5% |
| Participant deferral / active EE | $6,719 | $5,051+33.0% | $6,247+7.6% | $3,332+101.7% |
| Admin fee / account holder | $956 | $5,420-82.4% | $9,244-89.7% | $4,645-79.4% |