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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 | $121,550 | $111,814+8.7% | $103,374+17.6% | $145,959-16.7% |
| Participation rate | 76.2% | 77.9%-1.7pp | 74.5%+1.7pp | 80.3%-4.1pp |
| Annual return | 12.44% | 24.77%-12.3pp | 24.89%-12.5pp | 561.95%-549.5pp |
| Employer contribution / active EE | $4,275 | $4,214+1.5% | $3,869+10.5% | $4,661-8.3% |
| Participant deferral / active EE | $7,309 | $5,618+30.1% | $5,058+44.5% | $6,689+9.3% |
| Admin fee / account holder | $1,339 | $9,754-86.3% | $8,394-84.0% | $13,398-90.0% |