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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 | $130,411 | $217,432-40.0% | $185,851-29.8% | $167,553-22.2% |
| Participation rate | 88.2% | 86.1%+2.2pp | 81.7%+6.5pp | 82.1%+6.1pp |
| Annual return | 9.45% | 148.43%-139.0pp | 122.11%-112.7pp | 478.89%-469.4pp |
| Employer contribution / active EE | $3,086 | $5,874-47.5% | $5,168-40.3% | $4,840-36.2% |
| Participant deferral / active EE | $6,834 | $6,357+7.5% | $5,569+22.7% | $6,343+7.7% |
| Admin fee / account holder | $295,102 | $19,820+1388.9% | $16,245+1716.6% | $12,316+2296.0% |