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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 | $117,627 | $183,592-35.9% | $155,574-24.4% | $145,877-19.4% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 15.88% | 61.37%-45.5pp | 64.87%-49.0pp | 551.28%-535.4pp |
| Employer contribution / active EE | $3,320 | $5,317-37.6% | $4,676-29.0% | $4,663-28.8% |
| Participant deferral / active EE | $5,944 | $6,466-8.1% | $5,629+5.6% | $6,691-11.2% |
| Admin fee / account holder | $4,186 | $19,316-78.3% | $15,914-73.7% | $13,402-68.8% |