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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 | $173,599 | $98,240+76.7% | $82,312+110.9% | $147,586+17.6% |
| Participation rate | 79.2% | 79.7%-0.6pp | 76.9%+2.3pp | 82.8%-3.7pp |
| Annual return | 11.83% | 30.85%-19.0pp | 25.88%-14.1pp | 578.59%-566.8pp |
| Employer contribution / active EE | $2,137 | $3,192-33.0% | $2,428-12.0% | $4,876-56.2% |
| Participant deferral / active EE | $5,944 | $4,383+35.6% | $3,706+60.4% | $5,439+9.3% |
| Admin fee / account holder | $37,451 | $8,563+337.4% | $5,608+567.8% | $10,886+244.0% |