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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 | $121,628 | $95,601+27.2% | $77,183+57.6% | $139,456-12.8% |
| Participation rate | 91.7% | 74.0%+17.7pp | 69.6%+22.1pp | 80.3%+11.3pp |
| Annual return | 10.46% | 54.96%-44.5pp | 37.89%-27.4pp | 373.45%-363.0pp |
| Employer contribution / active EE | $1,077 | $3,145-65.8% | $2,534-57.5% | $4,753-77.3% |
| Participant deferral / active EE | $7,449 | $4,623+61.1% | $3,833+94.3% | $6,711+11.0% |
| Admin fee / account holder | $97,715 | $8,302+1077.0% | $5,475+1684.8% | $11,407+756.6% |