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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 | $142,671 | $110,212+29.5% | $96,534+47.8% | $139,466+2.3% |
| Participation rate | 91.7% | 78.1%+13.5pp | 76.0%+15.7pp | 80.3%+11.3pp |
| Annual return | 15.15% | 26.42%-11.3pp | 25.88%-10.7pp | 373.66%-358.5pp |
| Employer contribution / active EE | $829 | $3,620-77.1% | $2,965-72.1% | $4,754-82.6% |
| Participant deferral / active EE | $5,234 | $5,547-5.6% | $4,851+7.9% | $6,712-22.0% |
| Admin fee / account holder | $18,339 | $11,599+58.1% | $8,253+122.2% | $11,409+60.7% |