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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 | $116,581 | $148,558-21.5% | $135,925-14.2% | $139,427-16.4% |
| Participation rate | 94.1% | 83.9%+10.3pp | 81.9%+12.2pp | 80.3%+13.8pp |
| Annual return | 21.37% | 79.22%-57.8pp | 68.25%-46.9pp | 373.27%-351.9pp |
| Employer contribution / active EE | $3,200 | $5,244-39.0% | $4,857-34.1% | $4,752-32.7% |
| Participant deferral / active EE | $10,421 | $8,101+28.6% | $7,759+34.3% | $6,711+55.3% |
| Admin fee / account holder | $499 | $12,401-96.0% | $10,764-95.4% | $11,404-95.6% |