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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 | $79,184 | $183,539-56.9% | $155,556-49.1% | $145,897-45.7% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 35.67% | 61.31%-25.6pp | 64.84%-29.2pp | 552.29%-516.6pp |
| Employer contribution / active EE | $6,928 | $5,315+30.4% | $4,675+48.2% | $4,663+48.6% |
| Participant deferral / active EE | $5,051 | $6,467-21.9% | $5,631-10.3% | $6,689-24.5% |
| Admin fee / account holder | $132,214 | $19,275+585.9% | $15,885+732.3% | $13,390+887.4% |