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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 | $129,215 | $226,135-42.9% | $182,558-29.2% | $152,909-15.5% |
| Participation rate | 81.3% | 82.5%-1.2pp | 78.0%+3.3pp | 82.5%-1.2pp |
| Annual return | 18.26% | 192.60%-174.3pp | 148.59%-130.3pp | 345.46%-327.2pp |
| Employer contribution / active EE | $3,645 | $4,979-26.8% | $4,076-10.6% | $4,764-23.5% |
| Participant deferral / active EE | $11,000 | $6,371+72.7% | $5,526+99.1% | $5,851+88.0% |
| Admin fee / account holder | $5,309 | $10,707-50.4% | $8,594-38.2% | $11,601-54.2% |