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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 | $140,450 | $105,160+33.6% | $94,679+48.3% | $139,456+0.7% |
| Participation rate | 81.8% | 82.4%-0.5pp | 80.8%+1.0pp | 80.3%+1.5pp |
| Annual return | 22.02% | 38.04%-16.0pp | 156.75%-134.7pp | 373.45%-351.4pp |
| Employer contribution / active EE | $3,308 | $4,107-19.5% | $3,673-9.9% | $4,753-30.4% |
| Participant deferral / active EE | $9,221 | $7,599+21.4% | $7,417+24.3% | $6,711+37.4% |
| Admin fee / account holder | $837 | $8,988-90.7% | $7,233-88.4% | $11,407-92.7% |