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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 | $137,976 | $96,965+42.3% | $97,995+40.8% | $147,586-6.5% |
| Participation rate | 92.9% | 83.6%+9.2pp | 82.4%+10.5pp | 82.8%+10.0pp |
| Annual return | 13.18% | 24.11%-10.9pp | 23.94%-10.8pp | 578.59%-565.4pp |
| Employer contribution / active EE | $3,651 | $4,536-19.5% | $4,158-12.2% | $4,876-25.1% |
| Participant deferral / active EE | $6,252 | $5,081+23.0% | $5,097+22.7% | $5,439+15.0% |
| Admin fee / account holder | $27,186 | $8,120+234.8% | $5,943+357.4% | $10,886+149.7% |