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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 | $131,069 | $217,432-39.7% | $185,849-29.5% | $167,536-21.8% |
| Participation rate | 92.3% | 86.1%+6.3pp | 81.7%+10.6pp | 82.1%+10.2pp |
| Annual return | 11.19% | 148.42%-137.2pp | 122.10%-110.9pp | 478.82%-467.6pp |
| Employer contribution / active EE | $7,327 | $5,875+24.7% | $5,169+41.8% | $4,839+51.4% |
| Participant deferral / active EE | $8,171 | $6,357+28.5% | $5,569+46.7% | $6,342+28.8% |
| Admin fee / account holder | $2,296 | $19,818-88.4% | $16,244-85.9% | $12,315-81.4% |