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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 | $72,859 | $70,366+3.5% | $66,674+9.3% | $138,895-47.5% |
| Participation rate | 94.7% | 76.2%+18.6pp | 73.7%+21.1pp | 79.9%+14.8pp |
| Annual return | 18.00% | 386.41%-368.4pp | 321.24%-303.2pp | 145.39%-127.4pp |
| Employer contribution / active EE | $2,706 | $2,765-2.2% | $2,620+3.3% | $4,194-35.5% |
| Participant deferral / active EE | $5,487 | $4,374+25.4% | $4,084+34.3% | $6,396-14.2% |
| Admin fee / account holder | $2,218 | $5,262-57.9% | $5,098-56.5% | $12,562-82.3% |