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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 | $131,459 | $152,612-13.9% | $125,192+5.0% | $152,897-14.0% |
| Participation rate | 94.7% | 83.3%+11.4pp | 79.8%+15.0pp | 82.5%+12.3pp |
| Annual return | 21.14% | 54.85%-33.7pp | 43.79%-22.7pp | 345.43%-324.3pp |
| Employer contribution / active EE | $4,212 | $4,947-14.9% | $3,866+8.9% | $4,764-11.6% |
| Participant deferral / active EE | $5,201 | $5,868-11.4% | $4,937+5.3% | $5,851-11.1% |
| Admin fee / account holder | $2,569 | $13,437-80.9% | $9,704-73.5% | $11,599-77.9% |