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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 | $221,165 | $136,860+61.6% | $120,344+83.8% | $154,746+42.9% |
| Participation rate | 94.7% | 79.9%+14.8pp | 76.7%+18.0pp | 80.7%+14.0pp |
| Annual return | 13.13% | 21.38%-8.2pp | 20.30%-7.2pp | 172.34%-159.2pp |
| Employer contribution / active EE | $1,133 | $3,533-67.9% | $3,020-62.5% | $4,379-74.1% |
| Participant deferral / active EE | $4,616 | $5,793-20.3% | $5,135-10.1% | $6,730-31.4% |
| Admin fee / account holder | $130,057 | $15,393+744.9% | $12,742+920.7% | $14,365+805.4% |