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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 | $140,648 | $114,119+23.2% | $107,187+31.2% | $138,895+1.3% |
| Participation rate | 87.0% | 78.1%+8.9pp | 75.0%+11.9pp | 79.9%+7.0pp |
| Annual return | 14.79% | 273.21%-258.4pp | 204.55%-189.8pp | 145.39%-130.6pp |
| Employer contribution / active EE | $8,696 | $4,059+114.2% | $3,782+129.9% | $4,194+107.3% |
| Participant deferral / active EE | $3,536 | $5,538-36.2% | $5,096-30.6% | $6,396-44.7% |
| Admin fee / account holder | $3,535 | $10,024-64.7% | $9,162-61.4% | $12,562-71.9% |