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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 | $120,671 | $165,381-27.0% | $149,730-19.4% | $158,966-24.1% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 12.92% | 348.29%-335.4pp | 276.70%-263.8pp | 302.95%-290.0pp |
| Employer contribution / active EE | $1,210 | $5,104-76.3% | $4,645-74.0% | $4,762-74.6% |
| Participant deferral / active EE | $9,749 | $7,182+35.7% | $6,843+42.5% | $5,983+63.0% |
| Admin fee / account holder | $3,638 | $10,809-66.3% | $9,310-60.9% | $11,250-67.7% |