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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 | $90,482 | $183,539-50.7% | $155,556-41.8% | $145,897-38.0% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 20.69% | 61.31%-40.6pp | 64.84%-44.1pp | 552.29%-531.6pp |
| Employer contribution / active EE | $13,713 | $5,315+158.0% | $4,675+193.3% | $4,663+194.1% |
| Participant deferral / active EE | $7,728 | $6,467+19.5% | $5,631+37.2% | $6,689+15.5% |
| Admin fee / account holder | $6,407 | $19,275-66.8% | $15,885-59.7% | $13,390-52.1% |