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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 | $145,814 | $198,457-26.5% | $170,435-14.4% | $147,586-1.2% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 18.30% | 257.30%-239.0pp | 205.94%-187.6pp | 578.59%-560.3pp |
| Employer contribution / active EE | $2,666 | $6,183-56.9% | $5,432-50.9% | $4,876-45.3% |
| Participant deferral / active EE | $8,838 | $5,629+57.0% | $4,939+78.9% | $5,439+62.5% |
| Admin fee / account holder | $954 | $16,852-94.3% | $13,881-93.1% | $10,886-91.2% |