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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 | $118,409 | $91,537+29.4% | $130,045-8.9% | $75,173+57.5% |
| Participation rate | 80.2% | 71.5%+8.8pp | 78.5%+1.7pp | 67.2%+13.0pp |
| Annual return | 21.91% | -631.55%+653.5pp | -137.30%+159.2pp | 160.72%-138.8pp |
| Employer contribution / active EE | $3,535 | $2,845+24.3% | $4,321-18.2% | $2,671+32.3% |
| Participant deferral / active EE | $6,715 | $4,343+54.6% | $5,820+15.4% | $4,126+62.7% |
| Admin fee / account holder | $8,088 | $6,780+19.3% | $10,600-23.7% | $5,651+43.1% |