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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 | $133,911 | $68,681+95.0% | $86,615+54.6% | $85,847+56.0% |
| Participation rate | 74.7% | 66.4%+8.4pp | 71.6%+3.1pp | 69.3%+5.4pp |
| Annual return | 16.87% | 20.12%-3.3pp | 63.51%-46.6pp | 318.61%-301.7pp |
| Employer contribution / active EE | $2,174 | $1,880+15.6% | $2,496-12.9% | $2,565-15.3% |
| Participant deferral / active EE | $3,409 | $2,919+16.8% | $3,699-7.8% | $3,952-13.7% |
| Admin fee / account holder | $9,950 | $5,974+66.5% | $5,830+70.7% | $6,261+58.9% |