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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 | $145,636 | $110,410+31.9% | $102,437+42.2% | $145,897-0.2% |
| Participation rate | 94.1% | 77.9%+16.2pp | 74.5%+19.6pp | 80.3%+13.8pp |
| Annual return | 16.13% | 24.85%-8.7pp | 24.95%-8.8pp | 552.29%-536.2pp |
| Employer contribution / active EE | $2,549 | $4,217-39.5% | $3,871-34.1% | $4,663-45.3% |
| Participant deferral / active EE | $5,544 | $5,622-1.4% | $5,060+9.6% | $6,689-17.1% |
| Admin fee / account holder | $1,378 | $9,745-85.9% | $8,388-83.6% | $13,390-89.7% |