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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 | $146,359 | $198,461-26.3% | $170,436-14.1% | $147,585-0.8% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 15.29% | 257.30%-242.0pp | 205.94%-190.6pp | 578.57%-563.3pp |
| Employer contribution / active EE | $2,831 | $6,184-54.2% | $5,433-47.9% | $4,876-41.9% |
| Participant deferral / active EE | $5,384 | $5,629-4.4% | $4,939+9.0% | $5,439-1.0% |
| Admin fee / account holder | $1,445 | $16,852-91.4% | $13,880-89.6% | $10,885-86.7% |