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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 | $135,742 | $115,810+17.2% | $101,271+34.0% | $158,966-14.6% |
| Participation rate | 76.9% | 79.4%-2.4pp | 75.8%+1.1pp | 82.0%-5.0pp |
| Annual return | 16.88% | 56.15%-39.3pp | 46.48%-29.6pp | 302.95%-286.1pp |
| Employer contribution / active EE | $2,129 | $4,175-49.0% | $3,660-41.8% | $4,762-55.3% |
| Participant deferral / active EE | $6,881 | $4,958+38.8% | $4,371+57.4% | $5,983+15.0% |
| Admin fee / account holder | $1,691 | $7,248-76.7% | $5,948-71.6% | $11,250-85.0% |