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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 | $130,674 | $91,559+42.7% | $133,978-2.5% | $79,856+63.6% |
| Participation rate | 93.9% | 73.3%+20.5pp | 79.8%+14.0pp | 69.6%+24.2pp |
| Annual return | 19.76% | 61.85%-42.1pp | 45.10%-25.3pp | 31.71%-12.0pp |
| Employer contribution / active EE | $3,381 | $2,384+41.8% | $3,919-13.7% | $2,471+36.8% |
| Participant deferral / active EE | $5,340 | $3,734+43.0% | $5,047+5.8% | $3,741+42.8% |
| Admin fee / account holder | $1,859 | $6,321-70.6% | $8,930-79.2% | $5,306-65.0% |