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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 | $126,945 | $100,911+25.8% | $90,440+40.4% | $158,966-20.1% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 9.15% | 1726.62%-1717.5pp | 1294.38%-1285.2pp | 302.95%-293.8pp |
| Employer contribution / active EE | $2,438 | $3,690-33.9% | $3,263-25.3% | $4,762-48.8% |
| Participant deferral / active EE | $6,730 | $4,348+54.8% | $3,964+69.8% | $5,983+12.5% |
| Admin fee / account holder | $1,136 | $6,507-82.6% | $5,615-79.8% | $11,250-89.9% |