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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 | $56,570 | $197,594-71.4% | $177,822-68.2% | $158,931-64.4% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.7%+3.2pp | 82.0%+8.9pp |
| Annual return | 6.98% | 58.76%-51.8pp | 48.32%-41.3pp | 302.86%-295.9pp |
| Employer contribution / active EE | $3,651 | $6,697-45.5% | $5,918-38.3% | $4,761-23.3% |
| Participant deferral / active EE | $4,321 | $8,405-48.6% | $7,714-44.0% | $5,982-27.8% |
| Admin fee / account holder | $80,123 | $15,400+420.3% | $12,428+544.7% | $11,247+612.4% |