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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 | $120,953 | $129,737-6.8% | $119,126+1.5% | $154,746-21.8% |
| Participation rate | 79.2% | 78.9%+0.3pp | 75.8%+3.4pp | 80.7%-1.5pp |
| Annual return | 9.88% | 379.08%-369.2pp | 282.11%-272.2pp | 172.34%-162.5pp |
| Employer contribution / active EE | $1,847 | $4,375-57.8% | $4,034-54.2% | $4,379-57.8% |
| Participant deferral / active EE | $4,126 | $5,842-29.4% | $5,318-22.4% | $6,730-38.7% |
| Admin fee / account holder | $3,387 | $11,961-71.7% | $10,693-68.3% | $14,365-76.4% |