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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 | $43,476 | $112,935-61.5% | $90,970-52.2% | $158,966-72.7% |
| Participation rate | 72.2% | 74.7%-2.5pp | 69.0%+3.2pp | 82.0%-9.7pp |
| Annual return | 29.47% | 215.79%-186.3pp | 134.58%-105.1pp | 302.95%-273.5pp |
| Employer contribution / active EE | $3,739 | $2,895+29.2% | $2,122+76.2% | $4,762-21.5% |
| Participant deferral / active EE | $9,335 | $4,129+126.1% | $3,373+176.7% | $5,983+56.0% |
| Admin fee / account holder | $16,393 | $8,045+103.8% | $5,960+175.0% | $11,250+45.7% |