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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 | $77,293 | $106,008-27.1% | $92,240-16.2% | $147,586-47.6% |
| Participation rate | 86.7% | 80.4%+6.3pp | 76.5%+10.2pp | 82.8%+3.8pp |
| Annual return | 14.47% | 50.05%-35.6pp | 176.29%-161.8pp | 578.59%-564.1pp |
| Employer contribution / active EE | $3,585 | $4,333-17.3% | $3,680-2.6% | $4,876-26.5% |
| Participant deferral / active EE | $9,298 | $4,478+107.6% | $3,897+138.6% | $5,439+71.0% |
| Admin fee / account holder | $10,771 | $6,333+70.1% | $5,194+107.4% | $10,886-1.1% |