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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 | $109,945 | $106,267+3.5% | $96,520+13.9% | $139,456-21.2% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 18.90% | 38.45%-19.6pp | 35.72%-16.8pp | 373.45%-354.6pp |
| Employer contribution / active EE | $3,103 | $4,105-24.4% | $3,739-17.0% | $4,753-34.7% |
| Participant deferral / active EE | $7,384 | $5,454+35.4% | $4,879+51.3% | $6,711+10.0% |
| Admin fee / account holder | $17,273 | $7,882+119.1% | $6,733+156.5% | $11,407+51.4% |