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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 | $107,692 | $102,635+4.9% | $86,209+24.9% | $139,456-22.8% |
| Participation rate | 71.4% | 74.5%-3.1pp | 69.0%+2.5pp | 80.3%-8.9pp |
| Annual return | 14.07% | 1923.53%-1909.5pp | 1169.05%-1155.0pp | 373.45%-359.4pp |
| Employer contribution / active EE | $1,740 | $3,034-42.7% | $2,381-26.9% | $4,753-63.4% |
| Participant deferral / active EE | $4,361 | $4,677-6.8% | $3,986+9.4% | $6,711-35.0% |
| Admin fee / account holder | $4,376 | $8,661-49.5% | $6,853-36.1% | $11,407-61.6% |