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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 | $71,585 | $209,425-65.8% | $178,499-59.9% | $158,966-55.0% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 13.82% | 188.80%-175.0pp | 151.10%-137.3pp | 302.95%-289.1pp |
| Employer contribution / active EE | $2,599 | $5,707-54.5% | $5,011-48.1% | $4,762-45.4% |
| Participant deferral / active EE | $4,877 | $5,955-18.1% | $5,202-6.2% | $5,983-18.5% |
| Admin fee / account holder | $36,844 | $17,078+115.7% | $13,986+163.4% | $11,250+227.5% |