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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 | $140,020 | $124,980+12.0% | $108,359+29.2% | $154,746-9.5% |
| Participation rate | 92.9% | 75.2%+17.7pp | 70.1%+22.7pp | 80.7%+12.2pp |
| Annual return | 11.99% | 45.00%-33.0pp | 36.89%-24.9pp | 172.34%-160.3pp |
| Employer contribution / active EE | $4,441 | $2,851+55.8% | $2,399+85.1% | $4,379+1.4% |
| Participant deferral / active EE | $8,647 | $4,743+82.3% | $4,137+109.0% | $6,730+28.5% |
| Admin fee / account holder | $2,679 | $11,502-76.7% | $9,741-72.5% | $14,365-81.4% |