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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 | $29,768 | $111,535-73.3% | $105,223-71.7% | $137,256-78.3% |
| Participation rate | 85.0% | 78.1%+6.9pp | 75.0%+10.0pp | 80.0%+5.0pp |
| Annual return | 19.94% | 237.85%-217.9pp | 180.65%-160.7pp | 220.34%-200.4pp |
| Employer contribution / active EE | $3,841 | $3,939-2.5% | $3,689+4.1% | $4,156-7.6% |
| Participant deferral / active EE | $4,958 | $5,500-9.9% | $5,072-2.2% | $6,407-22.6% |
| Admin fee / account holder | $3,256 | $9,721-66.5% | $8,859-63.2% | $12,270-73.5% |