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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 | $105,912 | $102,663+3.2% | $86,216+22.8% | $139,466-24.1% |
| Participation rate | 94.7% | 74.5%+20.2pp | 69.0%+25.8pp | 80.3%+14.4pp |
| Annual return | 13.28% | 1924.52%-1911.2pp | 1169.42%-1156.1pp | 373.66%-360.4pp |
| Employer contribution / active EE | $2,177 | $3,035-28.3% | $2,382-8.6% | $4,754-54.2% |
| Participant deferral / active EE | $7,575 | $4,677+61.9% | $3,986+90.0% | $6,712+12.9% |
| Admin fee / account holder | $2,072 | $8,663-76.1% | $6,853-69.8% | $11,409-81.8% |