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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 | $100,158 | $100,1390% | $85,187+17.6% | $145,884-31.3% |
| Participation rate | 76.2% | 74.1%+2.1pp | 67.5%+8.7pp | 80.3%-4.1pp |
| Annual return | 16.19% | 84.15%-68.0pp | 66.67%-50.5pp | 551.85%-535.7pp |
| Employer contribution / active EE | $4,381 | $3,238+35.3% | $2,732+60.3% | $4,662-6.0% |
| Participant deferral / active EE | $8,408 | $5,296+58.8% | $4,525+85.8% | $6,690+25.7% |
| Admin fee / account holder | $13,226 | $7,262+82.1% | $6,162+114.6% | $13,392-1.2% |