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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 | $120,193 | $217,432-44.7% | $185,849-35.3% | $167,536-28.3% |
| Participation rate | 87.5% | 86.1%+1.4pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 19.53% | 148.42%-128.9pp | 122.10%-102.6pp | 478.82%-459.3pp |
| Employer contribution / active EE | $2,847 | $5,875-51.5% | $5,169-44.9% | $4,839-41.2% |
| Participant deferral / active EE | $3,983 | $6,357-37.3% | $5,569-28.5% | $6,342-37.2% |
| Admin fee / account holder | $1,685 | $19,818-91.5% | $16,244-89.6% | $12,315-86.3% |