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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 | $115,612 | $175,257-34.0% | $149,717-22.8% | $139,456-17.1% |
| Participation rate | 93.8% | 83.4%+10.4pp | 78.8%+15.0pp | 80.3%+13.4pp |
| Annual return | 21.24% | 166.70%-145.5pp | 134.41%-113.2pp | 373.45%-352.2pp |
| Employer contribution / active EE | $1,909 | $5,477-65.1% | $4,820-60.4% | $4,753-59.8% |
| Participant deferral / active EE | $5,881 | $6,521-9.8% | $5,682+3.5% | $6,711-12.4% |
| Admin fee / account holder | $2,176 | $16,156-86.5% | $13,213-83.5% | $11,407-80.9% |