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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 | $89,412 | $160,028-44.1% | $147,080-39.2% | $145,884-38.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 11.75% | 98.60%-86.9pp | 420.17%-408.4pp | 551.85%-540.1pp |
| Employer contribution / active EE | $1,866 | $5,286-64.7% | $4,933-62.2% | $4,662-60.0% |
| Participant deferral / active EE | $3,124 | $8,422-62.9% | $8,066-61.3% | $6,690-53.3% |
| Admin fee / account holder | $16,338 | $15,030+8.7% | $12,989+25.8% | $13,392+22.0% |