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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 | $118,146 | $217,432-45.7% | $185,849-36.4% | $167,536-29.5% |
| Participation rate | 88.9% | 86.1%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 16.82% | 148.42%-131.6pp | 122.10%-105.3pp | 478.82%-462.0pp |
| Employer contribution / active EE | $5,835 | $5,875-0.7% | $5,169+12.9% | $4,839+20.6% |
| Participant deferral / active EE | $5,181 | $6,357-18.5% | $5,569-7.0% | $6,342-18.3% |
| Admin fee / account holder | $699 | $19,818-96.5% | $16,244-95.7% | $12,315-94.3% |