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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 | $41,342 | $175,231-76.4% | $149,696-72.4% | $139,466-70.4% |
| Participation rate | 95.2% | 83.4%+11.8pp | 78.8%+16.5pp | 80.3%+14.9pp |
| Annual return | 12.38% | 166.77%-154.4pp | 134.46%-122.1pp | 373.66%-361.3pp |
| Employer contribution / active EE | $5,922 | $5,478+8.1% | $4,821+22.8% | $4,754+24.6% |
| Participant deferral / active EE | $3,349 | $6,521-48.6% | $5,682-41.1% | $6,712-50.1% |
| Admin fee / account holder | $502 | $16,155-96.9% | $13,212-96.2% | $11,409-95.6% |