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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 | $90,171 | $160,040-43.7% | $147,096-38.7% | $145,877-38.2% |
| Participation rate | 82.6% | 84.0%-1.4pp | 82.2%+0.4pp | 80.3%+2.3pp |
| Annual return | 21.85% | 98.49%-76.6pp | 419.75%-397.9pp | 551.28%-529.4pp |
| Employer contribution / active EE | $5,780 | $5,289+9.3% | $4,936+17.1% | $4,663+23.9% |
| Participant deferral / active EE | $10,763 | $8,429+27.7% | $8,071+33.4% | $6,691+60.9% |
| Admin fee / account holder | $9,160 | $15,050-39.1% | $13,005-29.6% | $13,402-31.6% |