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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 | $70,445 | $183,627-61.6% | $155,602-54.7% | $145,978-51.7% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 14.27% | 61.32%-47.0pp | 64.81%-50.5pp | 550.52%-536.2pp |
| Employer contribution / active EE | $9,395 | $5,316+76.7% | $4,675+101.0% | $4,662+101.5% |
| Participant deferral / active EE | $5,075 | $6,466-21.5% | $5,629-9.8% | $6,690-24.1% |
| Admin fee / account holder | $566 | $19,327-97.1% | $15,923-96.4% | $13,400-95.8% |