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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 | $101,043 | $91,537+10.4% | $130,045-22.3% | $75,173+34.4% |
| Participation rate | 95.3% | 71.5%+23.9pp | 78.5%+16.8pp | 67.2%+28.1pp |
| Annual return | 21.60% | -631.55%+653.1pp | -137.30%+158.9pp | 160.72%-139.1pp |
| Employer contribution / active EE | $4,499 | $2,845+58.2% | $4,321+4.1% | $2,671+68.4% |
| Participant deferral / active EE | $9,572 | $4,343+120.4% | $5,820+64.5% | $4,126+132.0% |
| Admin fee / account holder | $11,467 | $6,780+69.1% | $10,600+8.2% | $5,651+102.9% |