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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 | $56,456 | $209,428-73.0% | $178,498-68.4% | $158,950-64.5% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 16.45% | 188.78%-172.3pp | 151.09%-134.6pp | 302.91%-286.5pp |
| Employer contribution / active EE | $2,512 | $5,707-56.0% | $5,011-49.9% | $4,762-47.3% |
| Participant deferral / active EE | $11,318 | $5,955+90.1% | $5,202+117.6% | $5,983+89.2% |
| Admin fee / account holder | $1,996 | $17,077-88.3% | $13,985-85.7% | $11,248-82.3% |