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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 | $74,078 | $134,817-45.1% | $123,973-40.2% | $155,188-52.3% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.7%+3.3pp | 80.8%-0.8pp |
| Annual return | 20.93% | 515.49%-494.6pp | 388.13%-367.2pp | 148.84%-127.9pp |
| Employer contribution / active EE | $3,832 | $4,425-13.4% | $4,126-7.1% | $4,248-9.8% |
| Participant deferral / active EE | $7,929 | $5,706+39.0% | $5,247+51.1% | $6,531+21.4% |
| Admin fee / account holder | $583 | $13,245-95.6% | $11,799-95.1% | $14,480-96.0% |