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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 | $73,413 | $208,088-64.7% | $186,193-60.6% | $154,746-52.6% |
| Participation rate | 81.8% | 80.0%+1.8pp | 77.1%+4.7pp | 80.7%+1.1pp |
| Annual return | 38.29% | 89.97%-51.7pp | 78.03%-39.7pp | 172.34%-134.0pp |
| Employer contribution / active EE | $4,278 | $4,340-1.4% | $3,918+9.2% | $4,379-2.3% |
| Participant deferral / active EE | $11,148 | $7,078+57.5% | $6,513+71.2% | $6,730+65.6% |
| Admin fee / account holder | $9,719 | $11,698-16.9% | $11,058-12.1% | $14,365-32.3% |