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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 | $71,120 | $109,967-35.3% | $97,197-26.8% | $145,877-51.2% |
| Participation rate | 80.0% | 76.0%+4.0pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 13.69% | 244.27%-230.6pp | 75.47%-61.8pp | 551.28%-537.6pp |
| Employer contribution / active EE | $5,924 | $3,077+92.5% | $2,723+117.6% | $4,663+27.0% |
| Participant deferral / active EE | $1,922 | $4,676-58.9% | $4,263-54.9% | $6,691-71.3% |
| Admin fee / account holder | $1,117 | $6,199-82.0% | $5,637-80.2% | $13,402-91.7% |