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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 | $86,593 | $183,988-52.9% | $162,177-46.6% | $152,897-43.4% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.6%-2.9pp | 82.5%+2.2pp |
| Annual return | 25.79% | 150.79%-125.0pp | 115.60%-89.8pp | 345.43%-319.6pp |
| Employer contribution / active EE | $8,391 | $6,370+31.7% | $5,613+49.5% | $4,764+76.1% |
| Participant deferral / active EE | $12,478 | $8,032+55.4% | $7,297+71.0% | $5,851+113.3% |
| Admin fee / account holder | $39,257 | $13,123+199.1% | $10,843+262.0% | $11,599+238.4% |