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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 | $115,156 | $105,200+9.5% | $159,474-27.8% | $85,847+34.1% |
| Participation rate | 91.1% | 75.8%+15.3pp | 82.8%+8.3pp | 69.3%+21.8pp |
| Annual return | 17.08% | 45.08%-28.0pp | 263.68%-246.6pp | 318.61%-301.5pp |
| Employer contribution / active EE | $3,289 | $3,319-0.9% | $4,831-31.9% | $2,565+28.2% |
| Participant deferral / active EE | $4,261 | $5,946-28.3% | $7,353-42.0% | $3,952+7.8% |
| Admin fee / account holder | $8,102 | $6,934+16.8% | $10,802-25.0% | $6,261+29.4% |