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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 | $106,285 | $165,399-35.7% | $149,745-29.0% | $158,982-33.1% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 14.65% | 348.34%-333.7pp | 276.72%-262.1pp | 302.99%-288.3pp |
| Employer contribution / active EE | $3,291 | $5,105-35.5% | $4,646-29.2% | $4,763-30.9% |
| Participant deferral / active EE | $8,522 | $7,183+18.6% | $6,843+24.5% | $5,983+42.4% |
| Admin fee / account holder | $16,072 | $10,811+48.7% | $9,312+72.6% | $11,252+42.8% |