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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 | $69,187 | $102,938-32.8% | $94,105-26.5% | $138,895-50.2% |
| Participation rate | 90.0% | 74.6%+15.4pp | 71.9%+18.1pp | 79.9%+10.1pp |
| Annual return | 70.72% | 250.28%-179.6pp | 204.55%-133.8pp | 145.39%-74.7pp |
| Employer contribution / active EE | $2,784 | $2,732+1.9% | $2,504+11.2% | $4,194-33.6% |
| Participant deferral / active EE | $8,597 | $4,196+104.9% | $3,881+121.5% | $6,396+34.4% |
| Admin fee / account holder | $13,117 | $6,600+98.7% | $6,199+111.6% | $12,562+4.4% |