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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 | $137,150 | $124,425+10.2% | $112,040+22.4% | $137,256-0.1% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.5%+13.5pp | 80.0%+10.0pp |
| Annual return | 11.64% | 24.72%-13.1pp | 24.52%-12.9pp | 220.34%-208.7pp |
| Employer contribution / active EE | $1,820 | $3,411-46.6% | $2,954-38.4% | $4,156-56.2% |
| Participant deferral / active EE | $5,853 | $5,718+2.4% | $5,098+14.8% | $6,407-8.6% |
| Admin fee / account holder | $18,317 | $15,207+20.5% | $12,098+51.4% | $12,270+49.3% |