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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 | $122,766 | $165,399-25.8% | $149,745-18.0% | $158,982-22.8% |
| Participation rate | 95.8% | 84.6%+11.3pp | 82.5%+13.4pp | 82.0%+13.9pp |
| Annual return | 12.13% | 348.34%-336.2pp | 276.72%-264.6pp | 302.99%-290.9pp |
| Employer contribution / active EE | $2,520 | $5,105-50.6% | $4,646-45.8% | $4,763-47.1% |
| Participant deferral / active EE | $5,276 | $7,183-26.5% | $6,843-22.9% | $5,983-11.8% |
| Admin fee / account holder | $1,665 | $10,811-84.6% | $9,312-82.1% | $11,252-85.2% |