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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 | $134,676 | $112,935+19.3% | $90,970+48.0% | $158,966-15.3% |
| Participation rate | 93.8% | 74.7%+19.0pp | 69.0%+24.7pp | 82.0%+11.8pp |
| Annual return | 11.57% | 215.79%-204.2pp | 134.58%-123.0pp | 302.95%-291.4pp |
| Employer contribution / active EE | $1,475 | $2,895-49.1% | $2,122-30.5% | $4,762-69.0% |
| Participant deferral / active EE | $5,340 | $4,129+29.3% | $3,373+58.3% | $5,983-10.8% |
| Admin fee / account holder | $2,063 | $8,045-74.4% | $5,960-65.4% | $11,250-81.7% |