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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 | $85,727 | $81,696+4.9% | $70,494+21.6% | $158,982-46.1% |
| Participation rate | 94.4% | 77.7%+16.7pp | 75.1%+19.4pp | 82.0%+12.5pp |
| Annual return | 5.30% | 208.70%-203.4pp | 109.16%-103.9pp | 302.99%-297.7pp |
| Employer contribution / active EE | $5,521 | $3,220+71.5% | $2,738+101.6% | $4,763+15.9% |
| Participant deferral / active EE | $5,247 | $4,558+15.1% | $3,711+41.4% | $5,983-12.3% |
| Admin fee / account holder | $36,008 | $6,200+480.8% | $3,848+835.8% | $11,252+220.0% |