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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 | $151,398 | $115,814+30.7% | $101,275+49.5% | $158,982-4.8% |
| Participation rate | 94.4% | 79.4%+15.1pp | 75.8%+18.6pp | 82.0%+12.5pp |
| Annual return | 19.00% | 56.16%-37.2pp | 46.48%-27.5pp | 302.99%-284.0pp |
| Employer contribution / active EE | $2,408 | $4,176-42.3% | $3,660-34.2% | $4,763-49.4% |
| Participant deferral / active EE | $8,558 | $4,958+72.6% | $4,371+95.8% | $5,983+43.0% |
| Admin fee / account holder | $11,531 | $7,249+59.1% | $5,948+93.9% | $11,252+2.5% |