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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 | $133,868 | $232,540-42.4% | $185,117-27.7% | $147,586-9.3% |
| Participation rate | 95.7% | 82.4%+13.3pp | 77.3%+18.4pp | 82.8%+12.8pp |
| Annual return | 14.83% | 43.03%-28.2pp | 40.50%-25.7pp | 578.59%-563.8pp |
| Employer contribution / active EE | $1,725 | $5,195-66.8% | $4,182-58.7% | $4,876-64.6% |
| Participant deferral / active EE | $10,020 | $5,834+71.8% | $5,045+98.6% | $5,439+84.2% |
| Admin fee / account holder | $26,890 | $10,275+161.7% | $8,159+229.6% | $10,886+147.0% |