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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 | $105,563 | $198,461-46.8% | $170,436-38.1% | $147,585-28.5% |
| Participation rate | 94.4% | 88.0%+6.5pp | 83.6%+10.8pp | 82.8%+11.6pp |
| Annual return | 12.32% | 257.30%-245.0pp | 205.94%-193.6pp | 578.57%-566.2pp |
| Employer contribution / active EE | $6,810 | $6,184+10.1% | $5,433+25.4% | $4,876+39.7% |
| Participant deferral / active EE | $7,875 | $5,629+39.9% | $4,939+59.4% | $5,439+44.8% |
| Admin fee / account holder | $3,824 | $16,852-77.3% | $13,880-72.4% | $10,885-64.9% |