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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 | $117,421 | $72,071+62.9% | $68,368+71.7% | $137,256-14.5% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 16.95% | 353.14%-336.2pp | 292.57%-275.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $2,464 | $2,788-11.6% | $2,649-7.0% | $4,156-40.7% |
| Participant deferral / active EE | $6,465 | $4,410+46.6% | $4,123+56.8% | $6,407+0.9% |
| Admin fee / account holder | $3,820 | $5,336-28.4% | $5,150-25.8% | $12,270-68.9% |