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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 | $145,228 | $117,829+23.3% | $102,423+41.8% | $145,877-0.4% |
| Participation rate | 81.3% | 78.6%+2.6pp | 76.5%+4.7pp | 80.3%+0.9pp |
| Annual return | 13.60% | 31.83%-18.2pp | 29.42%-15.8pp | 551.28%-537.7pp |
| Employer contribution / active EE | $9,407 | $3,615+160.3% | $3,023+211.2% | $4,663+101.7% |
| Participant deferral / active EE | $2,268 | $5,732-60.4% | $5,054-55.1% | $6,691-66.1% |
| Admin fee / account holder | $5,332 | $13,335-60.0% | $9,455-43.6% | $13,402-60.2% |