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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 | $35,098 | $98,766-64.5% | $149,730-76.6% | $79,852-56.0% |
| Participation rate | 97.7% | 75.8%+21.9pp | 82.5%+15.2pp | 69.6%+28.0pp |
| Annual return | 27.24% | 27.43%-0.2pp | 276.70%-249.5pp | 31.72%-4.5pp |
| Employer contribution / active EE | $3,520 | $3,217+9.4% | $4,645-24.2% | $2,471+42.4% |
| Participant deferral / active EE | $7,666 | $5,681+34.9% | $6,843+12.0% | $3,740+104.9% |
| Admin fee / account holder | $1,776 | $6,052-70.7% | $9,310-80.9% | $5,306-66.5% |