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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 | $99,265 | $183,988-46.0% | $162,177-38.8% | $152,897-35.1% |
| Participation rate | 91.7% | 88.5%+3.2pp | 87.6%+4.1pp | 82.5%+9.2pp |
| Annual return | 15.62% | 150.79%-135.2pp | 115.60%-100.0pp | 345.43%-329.8pp |
| Employer contribution / active EE | $4,262 | $6,370-33.1% | $5,613-24.1% | $4,764-10.5% |
| Participant deferral / active EE | $3,001 | $8,032-62.6% | $7,297-58.9% | $5,851-48.7% |
| Admin fee / account holder | $6,685 | $13,123-49.1% | $10,843-38.4% | $11,599-42.4% |