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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 | $85,143 | $91,537-7.0% | $130,045-34.5% | $75,173+13.3% |
| Participation rate | 86.5% | 71.5%+15.1pp | 78.5%+8.0pp | 67.2%+19.3pp |
| Annual return | 20.91% | -631.55%+652.5pp | -137.30%+158.2pp | 160.72%-139.8pp |
| Employer contribution / active EE | $4,996 | $2,845+75.6% | $4,321+15.6% | $2,671+87.0% |
| Participant deferral / active EE | $12,168 | $4,343+180.2% | $5,820+109.1% | $4,126+194.9% |
| Admin fee / account holder | $695 | $6,780-89.8% | $10,600-93.4% | $5,651-87.7% |