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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 | $67,288 | $217,432-69.1% | $185,849-63.8% | $167,536-59.8% |
| Participation rate | 87.5% | 86.1%+1.4pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 26.27% | 148.42%-122.1pp | 122.10%-95.8pp | 478.82%-452.5pp |
| Employer contribution / active EE | $1,714 | $5,875-70.8% | $5,169-66.8% | $4,839-64.6% |
| Participant deferral / active EE | $5,970 | $6,357-6.1% | $5,569+7.2% | $6,342-5.9% |
| Admin fee / account holder | $486 | $19,818-97.5% | $16,244-97.0% | $12,315-96.1% |