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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 | $132,948 | $201,372-34.0% | $184,260-27.8% | $145,884-8.9% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 17.95% | 29.04%-11.1pp | 28.84%-10.9pp | 551.85%-533.9pp |
| Employer contribution / active EE | $12,035 | $7,024+71.4% | $6,427+87.2% | $4,662+158.1% |
| Participant deferral / active EE | $8,738 | $9,808-10.9% | $9,133-4.3% | $6,690+30.6% |
| Admin fee / account holder | $8,497 | $16,362-48.1% | $13,898-38.9% | $13,392-36.6% |