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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 | $145,115 | $88,087+64.7% | $164,866-12.0% | $74,546+94.7% |
| Participation rate | 70.0% | 73.1%-3.1pp | 78.6%-8.6pp | 67.2%+2.8pp |
| Annual return | 13.85% | 17.27%-3.4pp | 69.97%-56.1pp | 1366.03%-1352.2pp |
| Employer contribution / active EE | $2,111 | $2,595-18.7% | $4,343-51.4% | $2,624-19.6% |
| Participant deferral / active EE | $7,414 | $4,499+64.8% | $6,033+22.9% | $4,347+70.5% |
| Admin fee / account holder | $15,872 | $2,232+611.3% | $12,689+25.1% | $1,944+716.7% |