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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 | $117,260 | $181,062-35.2% | $158,223-25.9% | $155,188-24.4% |
| Participation rate | 87.5% | 82.7%+4.8pp | 79.2%+8.3pp | 80.8%+6.7pp |
| Annual return | 10.75% | 57.39%-46.6pp | 52.09%-41.3pp | 148.84%-138.1pp |
| Employer contribution / active EE | $1,144 | $4,565-74.9% | $4,109-72.2% | $4,248-73.1% |
| Participant deferral / active EE | $3,364 | $6,134-45.2% | $5,467-38.5% | $6,531-48.5% |
| Admin fee / account holder | $60,479 | $18,825+221.3% | $16,047+276.9% | $14,480+317.7% |