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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 | $123,354 | $106,001+16.4% | $92,235+33.7% | $147,585-16.4% |
| Participation rate | 76.9% | 80.4%-3.5pp | 76.5%+0.4pp | 82.8%-5.9pp |
| Annual return | 18.76% | 50.05%-31.3pp | 176.28%-157.5pp | 578.56%-559.8pp |
| Employer contribution / active EE | $1,076 | $4,333-75.2% | $3,679-70.8% | $4,876-77.9% |
| Participant deferral / active EE | $5,381 | $4,478+20.2% | $3,897+38.1% | $5,439-1.1% |
| Admin fee / account holder | $959 | $6,332-84.8% | $5,194-81.5% | $10,885-91.2% |