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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 | $125,733 | $24,618+410.7% | $71,585+75.6% | $82,637+52.2% |
| Participation rate | 80.8% | 68.2%+12.6pp | 68.2%+12.6pp | 68.1%+12.7pp |
| Annual return | 13.92% | 93.17%-79.2pp | 59.26%-45.3pp | 53.51%-39.6pp |
| Employer contribution / active EE | $761 | $852-10.6% | $1,669-54.4% | $2,552-70.2% |
| Participant deferral / active EE | $3,182 | $1,720+85.0% | $2,923+8.8% | $4,126-22.9% |
| Admin fee / account holder | $40,452 | $3,285+1131.6% | $4,712+758.6% | $7,339+451.2% |