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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 | $133,016 | $117,829+12.9% | $102,423+29.9% | $145,877-8.8% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 10.78% | 31.83%-21.1pp | 29.42%-18.6pp | 551.28%-540.5pp |
| Employer contribution / active EE | $7,459 | $3,615+106.4% | $3,023+146.8% | $4,663+60.0% |
| Participant deferral / active EE | $11,005 | $5,732+92.0% | $5,054+117.7% | $6,691+64.5% |
| Admin fee / account holder | $1,833 | $13,335-86.3% | $9,455-80.6% | $13,402-86.3% |