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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 | $105,207 | $121,656-13.5% | $104,614+0.6% | $158,950-33.8% |
| Participation rate | 85.7% | 77.5%+8.2pp | 74.1%+11.6pp | 82.0%+3.8pp |
| Annual return | 9.54% | 465.51%-456.0pp | 340.56%-331.0pp | 302.91%-293.4pp |
| Employer contribution / active EE | $7,432 | $3,164+134.9% | $2,681+177.2% | $4,762+56.1% |
| Participant deferral / active EE | $4,919 | $4,177+17.7% | $3,739+31.5% | $5,983-17.8% |
| Admin fee / account holder | $14,641 | $7,775+88.3% | $6,464+126.5% | $11,248+30.2% |