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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 | $138,963 | $111,814+24.3% | $103,378+34.4% | $145,978-4.8% |
| Participation rate | 90.5% | 77.9%+12.5pp | 74.5%+16.0pp | 80.3%+10.2pp |
| Annual return | 13.36% | 24.80%-11.4pp | 24.91%-11.5pp | 550.52%-537.2pp |
| Employer contribution / active EE | $3,043 | $4,215-27.8% | $3,870-21.4% | $4,662-34.7% |
| Participant deferral / active EE | $4,416 | $5,618-21.4% | $5,058-12.7% | $6,690-34.0% |
| Admin fee / account holder | $26,812 | $9,764+174.6% | $8,401+219.2% | $13,400+100.1% |