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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 | $89,163 | $79,045+12.8% | $100,378-11.2% | $74,429+19.8% |
| Participation rate | 76.4% | 79.4%-3.1pp | 81.5%-5.1pp | 67.2%+9.2pp |
| Annual return | 28.09% | 20.61%+7.5pp | 49.41%-21.3pp | 1368.38%-1340.3pp |
| Employer contribution / active EE | $3,362 | $3,015+11.5% | $3,942-14.7% | $2,625+28.1% |
| Participant deferral / active EE | $12,259 | $7,751+58.1% | $8,087+51.6% | $4,348+181.9% |
| Admin fee / account holder | $4,878 | $1,335+265.4% | $7,899-38.2% | $1,944+150.9% |