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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 | $119,641 | $162,136-26.2% | $152,301-21.4% | $154,746-22.7% |
| Participation rate | 88.9% | 84.1%+4.8pp | 82.4%+6.4pp | 80.7%+8.2pp |
| Annual return | 12.36% | 91.02%-78.7pp | 80.50%-68.1pp | 172.34%-160.0pp |
| Employer contribution / active EE | $3,020 | $4,890-38.3% | $4,624-34.7% | $4,379-31.0% |
| Participant deferral / active EE | $3,220 | $8,341-61.4% | $8,004-59.8% | $6,730-52.2% |
| Admin fee / account holder | $39,030 | $15,759+147.7% | $14,398+171.1% | $14,365+171.7% |