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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 | $153,631 | $105,200+46.0% | $159,474-3.7% | $85,847+79.0% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.8%-2.8pp | 69.3%+10.7pp |
| Annual return | 14.39% | 45.08%-30.7pp | 263.68%-249.3pp | 318.61%-304.2pp |
| Employer contribution / active EE | $2,306 | $3,319-30.5% | $4,831-52.3% | $2,565-10.1% |
| Participant deferral / active EE | $4,969 | $5,946-16.4% | $7,353-32.4% | $3,952+25.7% |
| Admin fee / account holder | $7,837 | $6,934+13.0% | $10,802-27.5% | $6,261+25.2% |