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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 | $138,793 | $100,003+38.8% | $146,685-5.4% | $85,856+61.7% |
| Participation rate | 85.7% | 73.1%+12.7pp | 80.1%+5.6pp | 69.3%+16.4pp |
| Annual return | 13.52% | 18.93%-5.4pp | 22.75%-9.2pp | 318.58%-305.1pp |
| Employer contribution / active EE | $1,719 | $2,559-32.8% | $4,137-58.4% | $2,565-33.0% |
| Participant deferral / active EE | $4,009 | $4,006+0.1% | $5,507-27.2% | $3,952+1.5% |
| Admin fee / account holder | $2,154 | $7,704-72.0% | $10,281-79.1% | $6,261-65.6% |