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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 | $140,069 | $142,426-1.7% | $115,167+21.6% | $152,909-8.4% |
| Participation rate | 78.6% | 82.4%-3.8pp | 75.9%+2.7pp | 82.5%-3.9pp |
| Annual return | 22.55% | 41.48%-18.9pp | 35.60%-13.1pp | 345.46%-322.9pp |
| Employer contribution / active EE | $6,925 | $4,011+72.7% | $3,179+117.8% | $4,764+45.4% |
| Participant deferral / active EE | $2,590 | $5,165-49.9% | $4,169-37.9% | $5,851-55.7% |
| Admin fee / account holder | $13,429 | $8,464+58.7% | $7,089+89.4% | $11,601+15.8% |