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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 | $183,592-56.9% | $155,574-49.1% | $145,877-45.7% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 35.67% | 61.37%-25.7pp | 64.87%-29.2pp | 551.28%-515.6pp |
| Employer contribution / active EE | $6,928 | $5,317+30.3% | $4,676+48.2% | $4,663+48.6% |
| Participant deferral / active EE | $5,051 | $6,466-21.9% | $5,629-10.3% | $6,691-24.5% |
| Admin fee / account holder | $132,214 | $19,316+584.5% | $15,914+730.8% | $13,402+886.5% |