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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 | $113,675 | $102,663+10.7% | $86,216+31.8% | $139,466-18.5% |
| Participation rate | 95.0% | 74.5%+20.5pp | 69.0%+26.0pp | 80.3%+14.7pp |
| Annual return | 11.68% | 1924.52%-1912.8pp | 1169.42%-1157.7pp | 373.66%-362.0pp |
| Employer contribution / active EE | $4,714 | $3,035+55.3% | $2,382+97.9% | $4,754-0.8% |
| Participant deferral / active EE | $2,162 | $4,677-53.8% | $3,986-45.8% | $6,712-67.8% |
| Admin fee / account holder | $1,547 | $8,663-82.1% | $6,853-77.4% | $11,409-86.4% |