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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 | $86,991 | $124,346-30.0% | $111,308-21.8% | $167,536-48.1% |
| Participation rate | 95.5% | 79.6%+15.8pp | 77.3%+18.1pp | 82.1%+13.3pp |
| Annual return | 49.50% | 37.45%+12.0pp | 54.67%-5.2pp | 478.82%-429.3pp |
| Employer contribution / active EE | $2,649 | $3,437-22.9% | $2,732-3.0% | $4,839-45.3% |
| Participant deferral / active EE | $6,061 | $5,182+17.0% | $4,487+35.1% | $6,342-4.4% |
| Admin fee / account holder | $1,278 | $10,621-88.0% | $7,965-84.0% | $12,315-89.6% |