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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 | $134,848 | $111,535+20.9% | $105,223+28.2% | $137,256-1.8% |
| Participation rate | 84.2% | 78.1%+6.1pp | 75.0%+9.2pp | 80.0%+4.3pp |
| Annual return | 14.50% | 237.85%-223.3pp | 180.65%-166.1pp | 220.34%-205.8pp |
| Employer contribution / active EE | $2,496 | $3,939-36.6% | $3,689-32.3% | $4,156-39.9% |
| Participant deferral / active EE | $5,592 | $5,500+1.7% | $5,072+10.3% | $6,407-12.7% |
| Admin fee / account holder | $24,421 | $9,721+151.2% | $8,859+175.7% | $12,270+99.0% |