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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 | $149,948 | $141,004+6.3% | $112,273+33.6% | $139,466+7.5% |
| Participation rate | 94.1% | 79.2%+14.9pp | 72.4%+21.7pp | 80.3%+13.8pp |
| Annual return | 18.62% | 32.75%-14.1pp | 30.23%-11.6pp | 373.66%-355.0pp |
| Employer contribution / active EE | $3,778 | $4,285-11.8% | $3,431+10.1% | $4,754-20.5% |
| Participant deferral / active EE | $10,896 | $5,878+85.4% | $4,800+127.0% | $6,712+62.3% |
| Admin fee / account holder | $325 | $9,959-96.7% | $7,752-95.8% | $11,409-97.2% |