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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 | $80,638 | $175,259-54.0% | $149,723-46.1% | $139,487-42.2% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 16.14% | 166.82%-150.7pp | 134.50%-118.4pp | 373.84%-357.7pp |
| Employer contribution / active EE | $7,517 | $5,478+37.2% | $4,821+55.9% | $4,755+58.1% |
| Participant deferral / active EE | $3,688 | $6,522-43.5% | $5,682-35.1% | $6,713-45.1% |
| Admin fee / account holder | $1,035 | $16,158-93.6% | $13,215-92.2% | $11,407-90.9% |