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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 | $150,267 | $118,467+26.8% | $98,450+52.6% | $139,456+7.8% |
| Participation rate | 95.7% | 77.5%+18.2pp | 75.2%+20.5pp | 80.3%+15.3pp |
| Annual return | 10.09% | 18.95%-8.9pp | 21.16%-11.1pp | 373.45%-363.4pp |
| Employer contribution / active EE | $5,435 | $3,611+50.5% | $3,049+78.3% | $4,753+14.4% |
| Participant deferral / active EE | $5,864 | $5,393+8.7% | $4,739+23.8% | $6,711-12.6% |
| Admin fee / account holder | $8,494 | $14,057-39.6% | $8,961-5.2% | $11,407-25.5% |