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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 | $51,135 | $202,460-74.7% | $169,385-69.8% | $139,456-63.3% |
| Participation rate | 87.5% | 81.1%+6.4pp | 77.2%+10.3pp | 80.3%+7.2pp |
| Annual return | 26.65% | 532.07%-505.4pp | 405.82%-379.2pp | 373.45%-346.8pp |
| Employer contribution / active EE | $3,361 | $4,691-28.4% | $4,012-16.2% | $4,753-29.3% |
| Participant deferral / active EE | $6,898 | $6,938-0.6% | $6,221+10.9% | $6,711+2.8% |
| Admin fee / account holder | $1,421 | $10,719-86.7% | $9,011-84.2% | $11,407-87.5% |