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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 | $142,609 | $112,121+27.2% | $95,960+48.6% | $158,966-10.3% |
| Participation rate | 86.7% | 79.0%+7.7pp | 77.1%+9.6pp | 82.0%+4.7pp |
| Annual return | 14.57% | 171.16%-156.6pp | 91.63%-77.1pp | 302.95%-288.4pp |
| Employer contribution / active EE | $4,816 | $3,199+50.6% | $2,541+89.5% | $4,762+1.1% |
| Participant deferral / active EE | $6,646 | $4,784+38.9% | $4,167+59.5% | $5,983+11.1% |
| Admin fee / account holder | $1,249 | $10,135-87.7% | $6,797-81.6% | $11,250-88.9% |