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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 | $107,412 | $88,996+20.7% | $78,004+37.7% | $138,895-22.7% |
| Participation rate | 84.6% | 74.4%+10.3pp | 69.4%+15.2pp | 79.9%+4.7pp |
| Annual return | 12.17% | 28.03%-15.9pp | 31.07%-18.9pp | 145.39%-133.2pp |
| Employer contribution / active EE | $3,238 | $2,917+11.0% | $2,469+31.2% | $4,194-22.8% |
| Participant deferral / active EE | $11,093 | $4,724+134.8% | $4,092+171.1% | $6,396+73.4% |
| Admin fee / account holder | $33,981 | $8,807+285.8% | $7,578+348.4% | $12,562+170.5% |