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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 | $134,883 | $61,787+118.3% | $97,197+38.8% | $80,925+66.7% |
| Participation rate | 91.5% | 63.5%+28.0pp | 72.7%+18.8pp | 67.7%+23.8pp |
| Annual return | 11.42% | -558.16%+569.6pp | 75.47%-64.0pp | 35.65%-24.2pp |
| Employer contribution / active EE | $1,347 | $1,836-26.7% | $2,723-50.5% | $2,756-51.1% |
| Participant deferral / active EE | $6,134 | $3,027+102.6% | $4,263+43.9% | $4,299+42.7% |
| Admin fee / account holder | $2,460 | $5,170-52.4% | $5,637-56.4% | $6,940-64.6% |