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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 | $166,499 | $91,525+81.9% | $130,026+28.1% | $75,181+121.5% |
| Participation rate | 74.4% | 71.4%+2.9pp | 78.5%-4.1pp | 67.2%+7.2pp |
| Annual return | 16.54% | -631.40%+647.9pp | -137.26%+153.8pp | 160.69%-144.1pp |
| Employer contribution / active EE | $3,746 | $2,844+31.7% | $4,321-13.3% | $2,671+40.3% |
| Participant deferral / active EE | $4,157 | $4,342-4.3% | $5,821-28.6% | $4,126+0.8% |
| Admin fee / account holder | $10,228 | $6,778+50.9% | $10,608-3.6% | $5,650+81.0% |