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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 | $63,974 | $107,363-40.4% | $92,909-31.1% | $152,897-58.2% |
| Participation rate | 86.7% | 79.8%+6.9pp | 76.0%+10.7pp | 82.5%+4.2pp |
| Annual return | 19.25% | 145.63%-126.4pp | 109.44%-90.2pp | 345.43%-326.2pp |
| Employer contribution / active EE | $2,725 | $4,222-35.4% | $3,653-25.4% | $4,764-42.8% |
| Participant deferral / active EE | $6,455 | $4,848+33.2% | $4,238+52.3% | $5,851+10.3% |
| Admin fee / account holder | $14,269 | $7,082+101.5% | $5,795+146.2% | $11,599+23.0% |