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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 | $131,299 | $112,121+17.1% | $95,960+36.8% | $158,966-17.4% |
| Participation rate | 88.9% | 79.0%+9.9pp | 77.1%+11.8pp | 82.0%+6.9pp |
| Annual return | 9.75% | 171.16%-161.4pp | 91.63%-81.9pp | 302.95%-293.2pp |
| Employer contribution / active EE | $3,744 | $3,199+17.0% | $2,541+47.3% | $4,762-21.4% |
| Participant deferral / active EE | $4,205 | $4,784-12.1% | $4,167+0.9% | $5,983-29.7% |
| Admin fee / account holder | $1,558 | $10,135-84.6% | $6,797-77.1% | $11,250-86.2% |