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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 | $176,527 | $107,941+63.5% | $91,994+91.9% | $152,897+15.5% |
| Participation rate | 81.8% | 81.2%+0.6pp | 78.6%+3.2pp | 82.5%-0.6pp |
| Annual return | 17.05% | 89.28%-72.2pp | 69.04%-52.0pp | 345.43%-328.4pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,910 | $6,366-38.6% | $5,924-34.0% | $5,851-33.2% |
| Admin fee / account holder | $26,970 | $10,521+156.3% | $7,744+248.3% | $11,599+132.5% |