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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 | $124,699 | $112,099+11.2% | $95,954+30.0% | $158,931-21.5% |
| Participation rate | 93.8% | 79.0%+14.8pp | 77.1%+16.7pp | 82.0%+11.8pp |
| Annual return | 17.25% | 171.12%-153.9pp | 91.62%-74.4pp | 302.86%-285.6pp |
| Employer contribution / active EE | $1,165 | $3,198-63.6% | $2,541-54.2% | $4,761-75.5% |
| Participant deferral / active EE | $2,731 | $4,784-42.9% | $4,167-34.5% | $5,982-54.3% |
| Admin fee / account holder | $2,878 | $10,132-71.6% | $6,796-57.7% | $11,247-74.4% |