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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 | $63,738 | $196,972-67.6% | $182,262-65.0% | $198,609-67.9% |
| Participation rate | 87.5% | 85.7%+1.8pp | 84.2%+3.3pp | 82.4%+5.1pp |
| Annual return | 20.50% | 158.27%-137.8pp | 140.60%-120.1pp | 202.70%-182.2pp |
| Employer contribution / active EE | $4,940 | $5,364-7.9% | $5,046-2.1% | $5,055-2.3% |
| Participant deferral / active EE | $9,699 | $8,643+12.2% | $8,276+17.2% | $6,977+39.0% |
| Admin fee / account holder | $1,135 | $18,429-93.8% | $16,712-93.2% | $19,030-94.0% |