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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 | $121,701-13.6% | $104,639+0.5% | $158,982-33.8% |
| Participation rate | 85.7% | 77.5%+8.2pp | 74.1%+11.6pp | 82.0%+3.7pp |
| Annual return | 9.54% | 465.72%-456.2pp | 340.67%-331.1pp | 302.99%-293.5pp |
| Employer contribution / active EE | $7,432 | $3,165+134.8% | $2,682+177.2% | $4,763+56.1% |
| Participant deferral / active EE | $4,919 | $4,176+17.8% | $3,738+31.6% | $5,983-17.8% |
| Admin fee / account holder | $14,641 | $7,778+88.2% | $6,465+126.4% | $11,252+30.1% |