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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 | $123,620 | $217,427-43.1% | $185,837-33.5% | $167,518-26.2% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 12.95% | 148.39%-135.4pp | 122.08%-109.1pp | 478.71%-465.8pp |
| Employer contribution / active EE | $1,420 | $5,874-75.8% | $5,168-72.5% | $4,838-70.6% |
| Participant deferral / active EE | $4,081 | $6,357-35.8% | $5,568-26.7% | $6,342-35.7% |
| Admin fee / account holder | $6,215 | $19,816-68.6% | $16,241-61.7% | $12,312-49.5% |