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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 | $147,893 | $115,225+28.4% | $100,712+46.8% | $138,895+6.5% |
| Participation rate | 81.0% | 74.3%+6.6pp | 69.3%+11.7pp | 79.9%+1.0pp |
| Annual return | 14.70% | 40.35%-25.7pp | 33.27%-18.6pp | 145.39%-130.7pp |
| Employer contribution / active EE | $1,204 | $2,771-56.5% | $2,313-47.9% | $4,194-71.3% |
| Participant deferral / active EE | $3,572 | $4,699-24.0% | $4,085-12.6% | $6,396-44.2% |
| Admin fee / account holder | $2,620 | $10,844-75.8% | $9,256-71.7% | $12,562-79.1% |