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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 | $112,066 | $102,385+9.5% | $147,080-23.8% | $80,935+38.5% |
| Participation rate | 80.6% | 75.9%+4.7pp | 82.2%-1.6pp | 67.7%+12.9pp |
| Annual return | 15.41% | 135.09%-119.7pp | 420.17%-404.8pp | 35.66%-20.2pp |
| Employer contribution / active EE | $3,453 | $3,717-7.1% | $4,933-30.0% | $2,757+25.2% |
| Participant deferral / active EE | $4,941 | $6,651-25.7% | $8,066-38.8% | $4,299+14.9% |
| Admin fee / account holder | $17,476 | $7,951+119.8% | $12,989+34.5% | $6,924+152.4% |