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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 | $99,184 | $100,139-1.0% | $85,187+16.4% | $145,884-32.0% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 10.51% | 84.15%-73.6pp | 66.67%-56.2pp | 551.85%-541.3pp |
| Employer contribution / active EE | $2,706 | $3,238-16.4% | $2,732-1.0% | $4,662-42.0% |
| Participant deferral / active EE | $1,121 | $5,296-78.8% | $4,525-75.2% | $6,690-83.2% |
| Admin fee / account holder | $32,242 | $7,262+344.0% | $6,162+423.2% | $13,392+140.8% |