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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 | $139,975 | $183,627-23.8% | $155,602-10.0% | $145,978-4.1% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 12.26% | 61.32%-49.1pp | 64.81%-52.6pp | 550.52%-538.3pp |
| Employer contribution / active EE | $2,762 | $5,316-48.0% | $4,675-40.9% | $4,662-40.7% |
| Participant deferral / active EE | $8,733 | $6,466+35.1% | $5,629+55.1% | $6,690+30.5% |
| Admin fee / account holder | $971 | $19,327-95.0% | $15,923-93.9% | $13,400-92.8% |