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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 | $149,553 | $107,944+38.5% | $91,994+62.6% | $152,885-2.2% |
| Participation rate | 88.2% | 81.2%+7.0pp | 78.6%+9.6pp | 82.5%+5.8pp |
| Annual return | 20.43% | 89.26%-68.8pp | 69.03%-48.6pp | 345.39%-325.0pp |
| Employer contribution / active EE | $3,345 | $4,210-20.5% | $3,452-3.1% | $4,763-29.8% |
| Participant deferral / active EE | $6,922 | $6,365+8.8% | $5,923+16.9% | $5,851+18.3% |
| Admin fee / account holder | $2,033 | $10,521-80.7% | $7,743-73.7% | $11,598-82.5% |