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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 | $146,073 | $87,059+67.8% | $105,608+38.3% | $80,925+80.5% |
| Participation rate | 87.7% | 70.4%+17.2pp | 75.3%+12.4pp | 67.7%+20.0pp |
| Annual return | 15.51% | 17.05%-1.5pp | 116.50%-101.0pp | 35.65%-20.1pp |
| Employer contribution / active EE | $3,767 | $2,396+57.2% | $3,167+18.9% | $2,756+36.7% |
| Participant deferral / active EE | $6,449 | $3,986+61.8% | $5,010+28.7% | $4,299+50.0% |
| Admin fee / account holder | $1,005 | $8,443-88.1% | $11,028-90.9% | $6,940-85.5% |