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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 | $90,025 | $125,190-28.1% | $105,624-14.8% | $145,897-38.3% |
| Participation rate | 84.2% | 77.6%+6.6pp | 75.3%+8.9pp | 80.3%+3.9pp |
| Annual return | 16.03% | 225.22%-209.2pp | 116.20%-100.2pp | 552.29%-536.3pp |
| Employer contribution / active EE | $3,429 | $3,720-7.8% | $3,168+8.2% | $4,663-26.5% |
| Participant deferral / active EE | $5,870 | $5,716+2.7% | $5,013+17.1% | $6,689-12.3% |
| Admin fee / account holder | $1,431 | $17,138-91.7% | $10,961-86.9% | $13,390-89.3% |