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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 | $124,686 | $106,247+17.4% | $96,515+29.2% | $139,466-10.6% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 16.07% | 38.47%-22.4pp | 35.73%-19.7pp | 373.66%-357.6pp |
| Employer contribution / active EE | $3,197 | $4,106-22.1% | $3,740-14.5% | $4,754-32.7% |
| Participant deferral / active EE | $8,061 | $5,456+47.7% | $4,880+65.2% | $6,712+20.1% |
| Admin fee / account holder | $1,263 | $7,885-84.0% | $6,735-81.2% | $11,409-88.9% |