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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 | $128,067 | $111,535+14.8% | $105,223+21.7% | $137,256-6.7% |
| Participation rate | 95.8% | 78.1%+17.7pp | 75.0%+20.8pp | 80.0%+15.9pp |
| Annual return | 17.86% | 237.85%-220.0pp | 180.65%-162.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $2,917 | $3,939-26.0% | $3,689-20.9% | $4,156-29.8% |
| Participant deferral / active EE | $3,485 | $5,500-36.6% | $5,072-31.3% | $6,407-45.6% |
| Admin fee / account holder | $10,131 | $9,721+4.2% | $8,859+14.4% | $12,270-17.4% |