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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 | $139,401 | $102,385+36.2% | $147,080-5.2% | $80,935+72.2% |
| Participation rate | 76.0% | 75.9%+0.1pp | 82.2%-6.2pp | 67.7%+8.3pp |
| Annual return | 18.10% | 135.09%-117.0pp | 420.17%-402.1pp | 35.66%-17.6pp |
| Employer contribution / active EE | $2,069 | $3,717-44.3% | $4,933-58.1% | $2,757-25.0% |
| Participant deferral / active EE | $4,671 | $6,651-29.8% | $8,066-42.1% | $4,299+8.6% |
| Admin fee / account holder | $10,159 | $7,951+27.8% | $12,989-21.8% | $6,924+46.7% |