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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 | $91,403 | $176,105-48.1% | $159,474-42.7% | $167,536-45.4% |
| Participation rate | 94.7% | 85.0%+9.8pp | 82.8%+11.9pp | 82.1%+12.6pp |
| Annual return | 18.46% | 331.91%-313.4pp | 263.68%-245.2pp | 478.82%-460.4pp |
| Employer contribution / active EE | $3,293 | $5,299-37.9% | $4,831-31.8% | $4,839-31.9% |
| Participant deferral / active EE | $9,514 | $7,751+22.7% | $7,353+29.4% | $6,342+50.0% |
| Admin fee / account holder | $1,244 | $12,559-90.1% | $10,802-88.5% | $12,315-89.9% |