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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 | $156,817 | $106,524+47.2% | $152,301+3.0% | $87,485+79.3% |
| Participation rate | 98.5% | 75.8%+22.8pp | 82.4%+16.1pp | 68.9%+29.6pp |
| Annual return | 73.99% | 26.89%+47.1pp | 80.50%-6.5pp | 26.06%+47.9pp |
| Employer contribution / active EE | $1,069 | $3,371-68.3% | $4,624-76.9% | $2,596-58.8% |
| Participant deferral / active EE | $5,163 | $6,525-20.9% | $8,004-35.5% | $4,274+20.8% |
| Admin fee / account holder | $878 | $8,287-89.4% | $14,398-93.9% | $7,775-88.7% |