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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 | $112,820 | $198,457-43.2% | $170,435-33.8% | $147,586-23.6% |
| Participation rate | 94.4% | 88.0%+6.5pp | 83.6%+10.8pp | 82.8%+11.6pp |
| Annual return | 14.48% | 257.30%-242.8pp | 205.94%-191.5pp | 578.59%-564.1pp |
| Employer contribution / active EE | $1,407 | $6,183-77.2% | $5,432-74.1% | $4,876-71.2% |
| Participant deferral / active EE | $3,989 | $5,629-29.1% | $4,939-19.2% | $5,439-26.7% |
| Admin fee / account holder | $23,355 | $16,852+38.6% | $13,881+68.3% | $10,886+114.5% |