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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 | $42,561 | $196,972-78.4% | $182,262-76.6% | $198,609-78.6% |
| Participation rate | 95.0% | 85.7%+9.3pp | 84.2%+10.8pp | 82.4%+12.6pp |
| Annual return | 16.45% | 158.27%-141.8pp | 140.60%-124.1pp | 202.70%-186.2pp |
| Employer contribution / active EE | $5,895 | $5,364+9.9% | $5,046+16.8% | $5,055+16.6% |
| Participant deferral / active EE | $4,031 | $8,643-53.4% | $8,276-51.3% | $6,977-42.2% |
| Admin fee / account holder | $5,147 | $18,429-72.1% | $16,712-69.2% | $19,030-73.0% |