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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 | $137,080 | $125,237+9.5% | $105,608+29.8% | $145,877-6.0% |
| Participation rate | 95.5% | 77.7%+17.8pp | 75.3%+20.2pp | 80.3%+15.2pp |
| Annual return | 12.39% | 225.76%-213.4pp | 116.50%-104.1pp | 551.28%-538.9pp |
| Employer contribution / active EE | $8,488 | $3,720+128.1% | $3,167+168.0% | $4,663+82.0% |
| Participant deferral / active EE | $6,157 | $5,711+7.8% | $5,010+22.9% | $6,691-8.0% |
| Admin fee / account holder | $1,610 | $17,287-90.7% | $11,028-85.4% | $13,402-88.0% |