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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 | $122,589 | $217,432-43.6% | $185,849-34.0% | $167,536-26.8% |
| Participation rate | 86.7% | 86.1%+0.6pp | 81.7%+5.0pp | 82.1%+4.6pp |
| Annual return | 12.36% | 148.42%-136.1pp | 122.10%-109.7pp | 478.82%-466.5pp |
| Employer contribution / active EE | $4,161 | $5,875-29.2% | $5,169-19.5% | $4,839-14.0% |
| Participant deferral / active EE | $3,467 | $6,357-45.5% | $5,569-37.7% | $6,342-45.3% |
| Admin fee / account holder | $1,772 | $19,818-91.1% | $16,244-89.1% | $12,315-85.6% |