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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 | $98,971 | $111,535-11.3% | $105,223-5.9% | $137,256-27.9% |
| Participation rate | 86.4% | 78.1%+8.3pp | 75.0%+11.3pp | 80.0%+6.4pp |
| Annual return | 15.96% | 237.85%-221.9pp | 180.65%-164.7pp | 220.34%-204.4pp |
| Employer contribution / active EE | $3,331 | $3,939-15.4% | $3,689-9.7% | $4,156-19.8% |
| Participant deferral / active EE | $7,058 | $5,500+28.3% | $5,072+39.2% | $6,407+10.2% |
| Admin fee / account holder | $1,236 | $9,721-87.3% | $8,859-86.0% | $12,270-89.9% |