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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 | $110,250 | $217,432-49.3% | $185,851-40.7% | $167,553-34.2% |
| Participation rate | 90.0% | 86.1%+3.9pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 90.21% | 148.43%-58.2pp | 122.11%-31.9pp | 478.89%-388.7pp |
| Employer contribution / active EE | $2,085 | $5,874-64.5% | $5,168-59.7% | $4,840-56.9% |
| Participant deferral / active EE | $4,170 | $6,357-34.4% | $5,569-25.1% | $6,343-34.3% |
| Admin fee / account holder | $8,326 | $19,820-58.0% | $16,245-48.7% | $12,316-32.4% |