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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 | $150,528 | $210,698-28.6% | $178,014-15.4% | $145,959+3.1% |
| Participation rate | 95.2% | 80.8%+14.5pp | 77.1%+18.1pp | 80.3%+15.0pp |
| Annual return | 13.47% | 386.27%-372.8pp | 294.80%-281.3pp | 561.95%-548.5pp |
| Employer contribution / active EE | $1,118 | $4,567-75.5% | $3,950-71.7% | $4,661-76.0% |
| Participant deferral / active EE | $5,608 | $6,958-19.4% | $6,276-10.6% | $6,689-16.2% |
| Admin fee / account holder | $1,901 | $12,016-84.2% | $10,362-81.7% | $13,398-85.8% |