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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 | $62,565 | $217,392-71.2% | $185,818-66.3% | $167,497-62.6% |
| Participation rate | 89.5% | 86.0%+3.4pp | 81.7%+7.8pp | 82.1%+7.4pp |
| Annual return | 13.96% | 148.37%-134.4pp | 122.06%-108.1pp | 478.62%-464.7pp |
| Employer contribution / active EE | $3,046 | $5,873-48.1% | $5,168-41.0% | $4,838-37.0% |
| Participant deferral / active EE | $7,169 | $6,357+12.8% | $5,568+28.8% | $6,341+13.1% |
| Admin fee / account holder | $338 | $19,813-98.3% | $16,239-97.9% | $12,310-97.3% |