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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 | $65,553 | $197,603-66.8% | $177,827-63.1% | $158,950-58.8% |
| Participation rate | 95.8% | 88.5%+7.3pp | 87.7%+8.1pp | 82.0%+13.9pp |
| Annual return | 24.50% | 58.76%-34.3pp | 48.32%-23.8pp | 302.91%-278.4pp |
| Employer contribution / active EE | $9,624 | $6,698+43.7% | $5,918+62.6% | $4,762+102.1% |
| Participant deferral / active EE | $5,090 | $8,404-39.4% | $7,713-34.0% | $5,983-14.9% |
| Admin fee / account holder | $1,123 | $15,402-92.7% | $12,429-91.0% | $11,248-90.0% |