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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 | $91,879 | $107,421-14.5% | $182,262-49.6% | $94,015-2.3% |
| Participation rate | 97.8% | 77.8%+20.0pp | 84.2%+13.6pp | 70.8%+27.0pp |
| Annual return | 27.39% | 21.32%+6.1pp | 140.60%-113.2pp | 17.84%+9.5pp |
| Employer contribution / active EE | $20,794 | $3,448+503.1% | $5,046+312.1% | $2,790+645.3% |
| Participant deferral / active EE | $27,604 | $6,558+320.9% | $8,276+233.5% | $4,249+549.6% |
| Admin fee / account holder | $27,690 | $8,692+218.6% | $16,712+65.7% | $8,951+209.3% |