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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 | $82,347 | $81,208+1.4% | $98,920-16.8% | $79,856+3.1% |
| Participation rate | 98.5% | 72.5%+26.0pp | 76.0%+22.4pp | 69.6%+28.8pp |
| Annual return | 13.26% | 60.99%-47.7pp | 196.47%-183.2pp | 31.71%-18.4pp |
| Employer contribution / active EE | $5,167 | $1,960+163.7% | $2,689+92.1% | $2,471+109.1% |
| Participant deferral / active EE | $3,333 | $3,265+2.1% | $4,245-21.5% | $3,741-10.9% |
| Admin fee / account holder | $16,610 | $6,013+176.2% | $6,643+150.0% | $5,306+213.0% |