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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 | $137,453 | $118,695+15.8% | $98,916+39.0% | $158,950-13.5% |
| Participation rate | 90.0% | 77.8%+12.2pp | 76.0%+14.0pp | 82.0%+8.0pp |
| Annual return | 14.73% | 372.39%-357.7pp | 196.45%-181.7pp | 302.91%-288.2pp |
| Employer contribution / active EE | $9,258 | $3,333+177.7% | $2,689+244.3% | $4,762+94.4% |
| Participant deferral / active EE | $3,438 | $5,088-32.4% | $4,245-19.0% | $5,983-42.5% |
| Admin fee / account holder | $5,556 | $10,132-45.2% | $6,642-16.4% | $11,248-50.6% |