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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 | $96,708 | $107,941-10.4% | $91,994+5.1% | $152,909-36.8% |
| Participation rate | 85.7% | 81.2%+4.5pp | 78.6%+7.1pp | 82.5%+3.3pp |
| Annual return | 20.50% | 89.28%-68.8pp | 69.04%-48.5pp | 345.46%-325.0pp |
| Employer contribution / active EE | $9,677 | $4,212+129.8% | $3,453+180.3% | $4,764+103.1% |
| Participant deferral / active EE | $9,442 | $6,366+48.3% | $5,924+59.4% | $5,851+61.4% |
| Admin fee / account holder | $1,381 | $10,521-86.9% | $7,744-82.2% | $11,601-88.1% |