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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 | $95,708 | $79,223+20.8% | $102,460-6.6% | $74,478+28.5% |
| Participation rate | 91.1% | 74.8%+16.3pp | 76.5%+14.6pp | 67.2%+23.8pp |
| Annual return | 13.37% | 54.98%-41.6pp | 29.47%-16.1pp | 1370.56%-1357.2pp |
| Employer contribution / active EE | $2,350 | $2,363-0.6% | $3,025-22.3% | $2,626-10.5% |
| Participant deferral / active EE | $4,931 | $4,417+11.6% | $5,056-2.5% | $4,350+13.3% |
| Admin fee / account holder | $4,882 | $2,003+143.7% | $9,460-48.4% | $1,946+150.9% |