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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 | $96,792 | $81,208+19.2% | $98,920-2.2% | $79,856+21.2% |
| Participation rate | 84.9% | 72.5%+12.4pp | 76.0%+8.9pp | 69.6%+15.3pp |
| Annual return | 20.92% | 60.99%-40.1pp | 196.47%-175.6pp | 31.71%-10.8pp |
| Employer contribution / active EE | $3,897 | $1,960+98.9% | $2,689+44.9% | $2,471+57.7% |
| Participant deferral / active EE | $9,373 | $3,265+187.1% | $4,245+120.8% | $3,741+150.6% |
| Admin fee / account holder | $13,939 | $6,013+131.8% | $6,643+109.8% | $5,306+162.7% |