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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 | $156,624 | $114,119+37.2% | $107,187+46.1% | $138,895+12.8% |
| Participation rate | 95.7% | 78.1%+17.6pp | 75.0%+20.6pp | 79.9%+15.7pp |
| Annual return | 13.57% | 273.21%-259.6pp | 204.55%-191.0pp | 145.39%-131.8pp |
| Employer contribution / active EE | $4,236 | $4,059+4.4% | $3,782+12.0% | $4,194+1.0% |
| Participant deferral / active EE | $7,201 | $5,538+30.0% | $5,096+41.3% | $6,396+12.6% |
| Admin fee / account holder | $862 | $10,024-91.4% | $9,162-90.6% | $12,562-93.1% |