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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 | $130,038 | $106,280+22.4% | $96,538+34.7% | $139,487-6.8% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 14.97% | 38.48%-23.5pp | 35.74%-20.8pp | 373.84%-358.9pp |
| Employer contribution / active EE | $3,924 | $4,107-4.5% | $3,740+4.9% | $4,755-17.5% |
| Participant deferral / active EE | $10,826 | $5,457+98.4% | $4,880+121.8% | $6,713+61.3% |
| Admin fee / account holder | $1,472 | $7,888-81.3% | $6,737-78.1% | $11,407-87.1% |