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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 | $143,904 | $111,878+28.6% | $93,727+53.5% | $145,897-1.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 13.56% | 204.28%-190.7pp | 133.83%-120.3pp | 552.29%-538.7pp |
| Employer contribution / active EE | $851 | $3,092-72.5% | $2,421-64.9% | $4,663-81.8% |
| Participant deferral / active EE | $5,685 | $4,920+15.5% | $4,417+28.7% | $6,689-15.0% |
| Admin fee / account holder | $483 | $10,256-95.3% | $8,292-94.2% | $13,390-96.4% |