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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 | $106,748 | $135,645-21.3% | $110,243-3.2% | $135,380-21.1% |
| Participation rate | 92.9% | 83.5%+9.4pp | 79.8%+13.0pp | 82.6%+10.2pp |
| Annual return | 13.00% | 513.24%-500.2pp | 314.76%-301.8pp | 519.81%-506.8pp |
| Employer contribution / active EE | $3,495 | $4,907-28.8% | $3,827-8.7% | $4,779-26.9% |
| Participant deferral / active EE | $3,515 | $5,507-36.2% | $4,672-24.8% | $5,609-37.3% |
| Admin fee / account holder | $1,250 | $11,458-89.1% | $8,548-85.4% | $10,828-88.5% |