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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 | $88,624 | $91,198-2.8% | $178,503-50.4% | $79,856+11.0% |
| Participation rate | 98.2% | 69.2%+29.0pp | 81.9%+16.3pp | 69.6%+28.5pp |
| Annual return | 73.92% | 24.20%+49.7pp | 151.12%-77.2pp | 31.71%+42.2pp |
| Employer contribution / active EE | $2,767 | $3,257-15.0% | $5,011-44.8% | $2,471+12.0% |
| Participant deferral / active EE | $2,885 | $3,237-10.9% | $5,202-44.5% | $3,741-22.9% |
| Admin fee / account holder | $1,805 | $6,748-73.3% | $13,987-87.1% | $5,306-66.0% |