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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 | $125,125 | $183,539-31.8% | $155,556-19.6% | $145,897-14.2% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 9.43% | 61.31%-51.9pp | 64.84%-55.4pp | 552.29%-542.9pp |
| Employer contribution / active EE | $1,395 | $5,315-73.8% | $4,675-70.2% | $4,663-70.1% |
| Participant deferral / active EE | $5,997 | $6,467-7.3% | $5,631+6.5% | $6,689-10.3% |
| Admin fee / account holder | $21,413 | $19,275+11.1% | $15,885+34.8% | $13,390+59.9% |