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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 | $87,195 | $175,231-50.2% | $149,696-41.8% | $139,466-37.5% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 13.68% | 166.77%-153.1pp | 134.46%-120.8pp | 373.66%-360.0pp |
| Employer contribution / active EE | $3,960 | $5,478-27.7% | $4,821-17.9% | $4,754-16.7% |
| Participant deferral / active EE | $6,000 | $6,521-8.0% | $5,682+5.6% | $6,712-10.6% |
| Admin fee / account holder | $1,992 | $16,155-87.7% | $13,212-84.9% | $11,409-82.5% |