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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 | $191,700 | $124,314+54.2% | $109,163+75.6% | $167,518+14.4% |
| Participation rate | 94.4% | 79.4%+15.0pp | 75.9%+18.6pp | 82.1%+12.3pp |
| Annual return | 10.72% | 26.04%-15.3pp | 25.75%-15.0pp | 478.71%-468.0pp |
| Employer contribution / active EE | $2,848 | $4,209-32.3% | $3,723-23.5% | $4,838-41.1% |
| Participant deferral / active EE | $10,418 | $5,256+98.2% | $4,654+123.9% | $6,342+64.3% |
| Admin fee / account holder | $7,839 | $7,973-1.7% | $6,754+16.1% | $12,312-36.3% |