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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 | $193,681 | $154,159+25.6% | $130,026+49.0% | $139,456+38.9% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 20.96% | 32.50%-11.5pp | -137.26%+158.2pp | 373.45%-352.5pp |
| Employer contribution / active EE | $2,575 | $5,292-51.3% | $4,321-40.4% | $4,753-45.8% |
| Participant deferral / active EE | $10,535 | $6,710+57.0% | $5,821+81.0% | $6,711+57.0% |
| Admin fee / account holder | $2,104 | $14,001-85.0% | $10,608-80.2% | $11,407-81.6% |