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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 | $136,663 | $185,883-26.5% | $170,043-19.6% | $139,466-2.0% |
| Participation rate | 90.0% | 87.8%+2.2pp | 87.0%+3.0pp | 80.3%+9.7pp |
| Annual return | 15.61% | 60.54%-44.9pp | 53.40%-37.8pp | 373.66%-358.1pp |
| Employer contribution / active EE | $2,992 | $7,596-60.6% | $6,790-55.9% | $4,754-37.1% |
| Participant deferral / active EE | $4,956 | $11,626-57.4% | $10,410-52.4% | $6,712-26.2% |
| Admin fee / account holder | $15,237 | $15,393-1.0% | $12,824+18.8% | $11,409+33.6% |