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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 | $229,305 | $125,778+82.3% | $114,563+100.2% | $154,746+48.2% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.9%+2.1pp | 80.7%-5.7pp |
| Annual return | 10.74% | 295.14%-284.4pp | 241.09%-230.4pp | 172.34%-161.6pp |
| Employer contribution / active EE | $1,302 | $2,806-53.6% | $2,592-49.8% | $4,379-70.3% |
| Participant deferral / active EE | $1,922 | $4,445-56.8% | $4,142-53.6% | $6,730-71.4% |
| Admin fee / account holder | $4,528 | $8,190-44.7% | $7,623-40.6% | $14,365-68.5% |