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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 | $113,482 | $90,614+25.2% | $76,089+49.1% | $145,877-22.2% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.1%+10.9pp | 80.3%-0.3pp |
| Annual return | 14.50% | 623.80%-609.3pp | 360.94%-346.4pp | 551.28%-536.8pp |
| Employer contribution / active EE | $3,591 | $3,324+8.0% | $2,690+33.5% | $4,663-23.0% |
| Participant deferral / active EE | $7,638 | $5,168+47.8% | $4,259+79.3% | $6,691+14.2% |
| Admin fee / account holder | $2,951 | $8,376-64.8% | $6,418-54.0% | $13,402-78.0% |