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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 | $135,677 | $97,125+39.7% | $86,233+57.3% | $137,256-1.2% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.0%+8.8pp | 80.0%-2.2pp |
| Annual return | 15.00% | 74.19%-59.2pp | 61.39%-46.4pp | 220.34%-205.3pp |
| Employer contribution / active EE | $14,586 | $2,841+413.4% | $2,504+482.4% | $4,156+251.0% |
| Participant deferral / active EE | $19,429 | $5,180+275.1% | $4,559+326.2% | $6,407+203.3% |
| Admin fee / account holder | $99,946 | $9,725+927.8% | $8,342+1098.1% | $12,270+714.5% |