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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 | $121,766 | $112,112+8.6% | $95,956+26.9% | $158,950-23.4% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 15.08% | 171.15%-156.1pp | 91.63%-76.5pp | 302.91%-287.8pp |
| Employer contribution / active EE | $1,777 | $3,199-44.4% | $2,541-30.1% | $4,762-62.7% |
| Participant deferral / active EE | $2,548 | $4,784-46.7% | $4,167-38.8% | $5,983-57.4% |
| Admin fee / account holder | $675 | $10,134-93.3% | $6,797-90.1% | $11,248-94.0% |