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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 | $154,356 | $201,370-23.3% | $184,256-16.2% | $145,897+5.8% |
| Participation rate | 95.5% | 87.5%+8.0pp | 86.8%+8.6pp | 80.3%+15.1pp |
| Annual return | 14.40% | 29.05%-14.6pp | 28.85%-14.4pp | 552.29%-537.9pp |
| Employer contribution / active EE | $9,054 | $7,024+28.9% | $6,427+40.9% | $4,663+94.2% |
| Participant deferral / active EE | $7,903 | $9,808-19.4% | $9,133-13.5% | $6,689+18.1% |
| Admin fee / account holder | $1,993 | $16,364-87.8% | $13,899-85.7% | $13,390-85.1% |