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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 | $140,360 | $201,370-30.3% | $184,256-23.8% | $145,897-3.8% |
| Participation rate | 90.5% | 87.5%+3.0pp | 86.8%+3.7pp | 80.3%+10.2pp |
| Annual return | 16.00% | 29.05%-13.1pp | 28.85%-12.8pp | 552.29%-536.3pp |
| Employer contribution / active EE | $7,963 | $7,024+13.4% | $6,427+23.9% | $4,663+70.8% |
| Participant deferral / active EE | $17,684 | $9,808+80.3% | $9,133+93.6% | $6,689+164.4% |
| Admin fee / account holder | $2,585 | $16,364-84.2% | $13,899-81.4% | $13,390-80.7% |