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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 | $121,814 | $198,457-38.6% | $170,435-28.5% | $147,586-17.5% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 25.15% | 257.30%-232.2pp | 205.94%-180.8pp | 578.59%-553.4pp |
| Employer contribution / active EE | $2,083 | $6,183-66.3% | $5,432-61.7% | $4,876-57.3% |
| Participant deferral / active EE | $3,162 | $5,629-43.8% | $4,939-36.0% | $5,439-41.9% |
| Admin fee / account holder | $159,833 | $16,852+848.4% | $13,881+1051.5% | $10,886+1368.3% |