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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 | $89,238 | $112,112-20.4% | $95,956-7.0% | $158,950-43.9% |
| Participation rate | 79.2% | 79.0%+0.2pp | 77.1%+2.1pp | 82.0%-2.8pp |
| Annual return | 15.47% | 171.15%-155.7pp | 91.63%-76.2pp | 302.91%-287.4pp |
| Employer contribution / active EE | $4,772 | $3,199+49.2% | $2,541+87.8% | $4,762+0.2% |
| Participant deferral / active EE | $4,637 | $4,784-3.1% | $4,167+11.3% | $5,983-22.5% |
| Admin fee / account holder | $3,187 | $10,134-68.6% | $6,797-53.1% | $11,248-71.7% |