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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 | $72,565 | $121,701-40.4% | $104,639-30.7% | $158,982-54.4% |
| Participation rate | 95.7% | 77.5%+18.1pp | 74.1%+21.6pp | 82.0%+13.7pp |
| Annual return | 13.97% | 465.72%-451.7pp | 340.67%-326.7pp | 302.99%-289.0pp |
| Employer contribution / active EE | $3,669 | $3,165+15.9% | $2,682+36.8% | $4,763-23.0% |
| Participant deferral / active EE | $4,586 | $4,176+9.8% | $3,738+22.7% | $5,983-23.4% |
| Admin fee / account holder | $1,890 | $7,778-75.7% | $6,465-70.8% | $11,252-83.2% |