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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 | $86,183 | $198,457-56.6% | $170,435-49.4% | $147,586-41.6% |
| Participation rate | 91.3% | 88.0%+3.3pp | 83.6%+7.7pp | 82.8%+8.5pp |
| Annual return | 11.98% | 257.30%-245.3pp | 205.94%-194.0pp | 578.59%-566.6pp |
| Employer contribution / active EE | $4,064 | $6,183-34.3% | $5,432-25.2% | $4,876-16.7% |
| Participant deferral / active EE | $3,419 | $5,629-39.3% | $4,939-30.8% | $5,439-37.1% |
| Admin fee / account holder | $2,945 | $16,852-82.5% | $13,881-78.8% | $10,886-73.0% |