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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 | $80,076 | $209,422-61.8% | $178,503-55.1% | $158,982-49.6% |
| Participation rate | 95.7% | 86.4%+9.3pp | 81.9%+13.7pp | 82.0%+13.7pp |
| Annual return | 13.60% | 188.81%-175.2pp | 151.12%-137.5pp | 302.99%-289.4pp |
| Employer contribution / active EE | $5,904 | $5,707+3.4% | $5,011+17.8% | $4,763+24.0% |
| Participant deferral / active EE | $4,362 | $5,955-26.7% | $5,202-16.1% | $5,983-27.1% |
| Admin fee / account holder | $1,637 | $17,079-90.4% | $13,987-88.3% | $11,252-85.4% |