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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 | $94,959 | $52,279+81.6% | $89,414+6.2% | $79,852+18.9% |
| Participation rate | 81.6% | 57.5%+24.0pp | 68.0%+13.6pp | 69.6%+11.9pp |
| Annual return | 12.83% | 22.16%-9.3pp | 245.50%-232.7pp | 31.72%-18.9pp |
| Employer contribution / active EE | $3,012 | $1,572+91.6% | $2,586+16.4% | $2,471+21.9% |
| Participant deferral / active EE | $6,223 | $2,740+127.1% | $3,890+60.0% | $3,740+66.4% |
| Admin fee / account holder | $11,643 | $3,356+246.9% | $4,883+138.4% | $5,306+119.4% |