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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 | $102,185 | $165,381-38.2% | $149,730-31.8% | $158,966-35.7% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 38.47% | 348.29%-309.8pp | 276.70%-238.2pp | 302.95%-264.5pp |
| Employer contribution / active EE | $4,209 | $5,104-17.5% | $4,645-9.4% | $4,762-11.6% |
| Participant deferral / active EE | $6,797 | $7,182-5.4% | $6,843-0.7% | $5,983+13.6% |
| Admin fee / account holder | $364 | $10,809-96.6% | $9,310-96.1% | $11,250-96.8% |