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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 | $123,531 | $125,237-1.4% | $105,608+17.0% | $145,877-15.3% |
| Participation rate | 75.0% | 77.7%-2.7pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 15.28% | 225.76%-210.5pp | 116.50%-101.2pp | 551.28%-536.0pp |
| Employer contribution / active EE | $3,317 | $3,720-10.9% | $3,167+4.7% | $4,663-28.9% |
| Participant deferral / active EE | $15,565 | $5,711+172.6% | $5,010+210.7% | $6,691+132.6% |
| Admin fee / account holder | $725 | $17,287-95.8% | $11,028-93.4% | $13,402-94.6% |