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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 | $187,232 | $124,425+50.5% | $112,040+67.1% | $137,256+36.4% |
| Participation rate | 84.2% | 79.3%+4.9pp | 76.5%+7.7pp | 80.0%+4.3pp |
| Annual return | 17.23% | 24.72%-7.5pp | 24.52%-7.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,440 | $3,411-57.8% | $2,954-51.3% | $4,156-65.4% |
| Participant deferral / active EE | $4,420 | $5,718-22.7% | $5,098-13.3% | $6,407-31.0% |
| Admin fee / account holder | $11,739 | $15,207-22.8% | $12,098-3.0% | $12,270-4.3% |