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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 | $174,335 | $117,829+48.0% | $102,423+70.2% | $145,877+19.5% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 18.82% | 31.83%-13.0pp | 29.42%-10.6pp | 551.28%-532.5pp |
| Employer contribution / active EE | $3,519 | $3,615-2.6% | $3,023+16.4% | $4,663-24.5% |
| Participant deferral / active EE | $10,468 | $5,732+82.6% | $5,054+107.1% | $6,691+56.5% |
| Admin fee / account holder | $2,084 | $13,335-84.4% | $9,455-78.0% | $13,402-84.4% |