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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 | $89,472 | $105,200-15.0% | $159,474-43.9% | $85,847+4.2% |
| Participation rate | 91.3% | 75.8%+15.5pp | 82.8%+8.5pp | 69.3%+22.0pp |
| Annual return | 19.12% | 45.08%-26.0pp | 263.68%-244.6pp | 318.61%-299.5pp |
| Employer contribution / active EE | $15,396 | $3,319+363.9% | $4,831+218.7% | $2,565+500.1% |
| Participant deferral / active EE | $13,558 | $5,946+128.0% | $7,353+84.4% | $3,952+243.1% |
| Admin fee / account holder | $2,778 | $6,934-59.9% | $10,802-74.3% | $6,261-55.6% |