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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 | $115,636 | $118,877-2.7% | $96,570+19.7% | $167,536-31.0% |
| Participation rate | 95.8% | 75.5%+20.3pp | 69.8%+26.0pp | 82.1%+13.7pp |
| Annual return | 42.65% | 50.50%-7.9pp | 37.79%+4.9pp | 478.82%-436.2pp |
| Employer contribution / active EE | $1,895 | $3,121-39.3% | $2,357-19.6% | $4,839-60.8% |
| Participant deferral / active EE | $5,029 | $4,617+8.9% | $3,849+30.6% | $6,342-20.7% |
| Admin fee / account holder | $18,492 | $8,069+129.2% | $6,182+199.1% | $12,315+50.2% |