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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 | $74,025 | $63,346+16.9% | $92,240-19.7% | $70,126+5.6% |
| Participation rate | 96.4% | 68.7%+27.7pp | 76.5%+19.9pp | 69.5%+26.8pp |
| Annual return | 15.58% | 530.19%-514.6pp | 176.29%-160.7pp | 73.15%-57.6pp |
| Employer contribution / active EE | $707 | $2,471-71.4% | $3,680-80.8% | $2,343-69.8% |
| Participant deferral / active EE | $5,533 | $2,854+93.9% | $3,897+42.0% | $3,332+66.1% |
| Admin fee / account holder | $16,836 | $3,841+338.3% | $5,194+224.1% | $4,645+262.4% |