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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 | $101,046 | $96,678+4.5% | $86,640+16.6% | $139,466-27.5% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 13.16% | 106.69%-93.5pp | 592.52%-579.4pp | 373.66%-360.5pp |
| Employer contribution / active EE | $6,158 | $3,265+88.6% | $3,024+103.6% | $4,754+29.5% |
| Participant deferral / active EE | $4,400 | $4,837-9.0% | $4,438-0.9% | $6,712-34.4% |
| Admin fee / account holder | $17,273 | $6,410+169.5% | $5,616+207.6% | $11,409+51.4% |