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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 | $115,721 | $150,412-23.1% | $120,574-4.0% | $145,884-20.7% |
| Participation rate | 81.8% | 78.8%+3.0pp | 71.9%+9.9pp | 80.3%+1.5pp |
| Annual return | 11.78% | 154.50%-142.7pp | 107.42%-95.6pp | 551.85%-540.1pp |
| Employer contribution / active EE | $5,776 | $4,355+32.6% | $3,471+66.4% | $4,662+23.9% |
| Participant deferral / active EE | $9,621 | $6,175+55.8% | $4,996+92.6% | $6,690+43.8% |
| Admin fee / account holder | $7,425 | $12,224-39.3% | $9,445-21.4% | $13,392-44.6% |