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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 | $130,465 | $121,656+7.2% | $104,614+24.7% | $158,950-17.9% |
| Participation rate | 87.5% | 77.5%+10.0pp | 74.1%+13.4pp | 82.0%+5.5pp |
| Annual return | 21.99% | 465.51%-443.5pp | 340.56%-318.6pp | 302.91%-280.9pp |
| Employer contribution / active EE | $1,787 | $3,164-43.5% | $2,681-33.3% | $4,762-62.5% |
| Participant deferral / active EE | $2,241 | $4,177-46.4% | $3,739-40.1% | $5,983-62.5% |
| Admin fee / account holder | $67,505 | $7,775+768.3% | $6,464+944.4% | $11,248+500.1% |