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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 | $171,856 | $202,463-15.1% | $169,397+1.5% | $139,487+23.2% |
| Participation rate | 93.3% | 81.1%+12.2pp | 77.2%+16.2pp | 80.3%+13.0pp |
| Annual return | 14.32% | 532.64%-518.3pp | 406.23%-391.9pp | 373.84%-359.5pp |
| Employer contribution / active EE | $3,368 | $4,694-28.2% | $4,013-16.1% | $4,755-29.2% |
| Participant deferral / active EE | $12,734 | $6,941+83.5% | $6,223+104.6% | $6,713+89.7% |
| Admin fee / account holder | $7,618 | $10,726-29.0% | $9,017-15.5% | $11,407-33.2% |