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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 | $148,487 | $167,483-11.3% | $115,752+28.3% | $147,585+0.6% |
| Participation rate | 95.2% | 81.7%+13.5pp | 77.8%+17.5pp | 82.8%+12.4pp |
| Annual return | 18.07% | 12.11%+6.0pp | 19.41%-1.3pp | 578.57%-560.5pp |
| Employer contribution / active EE | $2,782 | $4,960-43.9% | $3,492-20.3% | $4,876-42.9% |
| Participant deferral / active EE | $4,962 | $7,037-29.5% | $5,204-4.6% | $5,439-8.8% |
| Admin fee / account holder | $8,605 | $13,069-34.2% | $6,278+37.1% | $10,885-20.9% |