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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 | $131,925 | $91,537+44.1% | $130,045+1.4% | $75,173+75.5% |
| Participation rate | 72.2% | 71.5%+0.7pp | 78.5%-6.3pp | 67.2%+4.9pp |
| Annual return | 17.19% | -631.55%+648.7pp | -137.30%+154.5pp | 160.72%-143.5pp |
| Employer contribution / active EE | $5,423 | $2,845+90.6% | $4,321+25.5% | $2,671+103.0% |
| Participant deferral / active EE | $8,007 | $4,343+84.4% | $5,820+37.6% | $4,126+94.1% |
| Admin fee / account holder | $7,029 | $6,780+3.7% | $10,600-33.7% | $5,651+24.4% |