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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 | $101,850 | $85,766+18.8% | $136,298-25.3% | $70,126+45.2% |
| Participation rate | 81.6% | 74.2%+7.5pp | 81.9%-0.3pp | 69.5%+12.1pp |
| Annual return | 30.33% | 31.46%-1.1pp | 5156.27%-5125.9pp | 73.15%-42.8pp |
| Employer contribution / active EE | $4,002 | $2,966+34.9% | $4,696-14.8% | $2,343+70.8% |
| Participant deferral / active EE | $6,543 | $5,051+29.5% | $6,247+4.7% | $3,332+96.4% |
| Admin fee / account holder | $930 | $5,421-82.8% | $9,244-89.9% | $4,645-80.0% |