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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 | $151,109 | $111,814+35.1% | $103,374+46.2% | $145,959+3.5% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 9.56% | 24.77%-15.2pp | 24.89%-15.3pp | 561.95%-552.4pp |
| Employer contribution / active EE | $4,349 | $4,214+3.2% | $3,869+12.4% | $4,661-6.7% |
| Participant deferral / active EE | $12,418 | $5,618+121.0% | $5,058+145.5% | $6,689+85.7% |
| Admin fee / account holder | $1,516 | $9,754-84.5% | $8,394-81.9% | $13,398-88.7% |