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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 | $154,005 | $105,200+46.4% | $159,474-3.4% | $85,847+79.4% |
| Participation rate | 96.1% | 75.8%+20.3pp | 82.8%+13.2pp | 69.3%+26.8pp |
| Annual return | 17.31% | 45.08%-27.8pp | 263.68%-246.4pp | 318.61%-301.3pp |
| Employer contribution / active EE | $3,342 | $3,319+0.7% | $4,831-30.8% | $2,565+30.3% |
| Participant deferral / active EE | $8,348 | $5,946+40.4% | $7,353+13.5% | $3,952+111.2% |
| Admin fee / account holder | $2,299 | $6,934-66.8% | $10,802-78.7% | $6,261-63.3% |