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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 | $174,882 | $176,838-1.1% | $146,685+19.2% | $167,518+4.4% |
| Participation rate | 93.8% | 83.6%+10.1pp | 80.1%+13.7pp | 82.1%+11.6pp |
| Annual return | 12.17% | 24.04%-11.9pp | 22.75%-10.6pp | 478.71%-466.5pp |
| Employer contribution / active EE | $3,435 | $5,161-33.4% | $4,137-17.0% | $4,838-29.0% |
| Participant deferral / active EE | $7,595 | $6,441+17.9% | $5,507+37.9% | $6,342+19.8% |
| Admin fee / account holder | $10,013 | $13,262-24.5% | $10,281-2.6% | $12,312-18.7% |