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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 | $130,111 | $99,994+30.1% | $146,643-11.3% | $85,847+51.6% |
| Participation rate | 97.6% | 73.1%+24.5pp | 80.1%+17.5pp | 69.3%+28.3pp |
| Annual return | 13.34% | 18.93%-5.6pp | 22.75%-9.4pp | 318.61%-305.3pp |
| Employer contribution / active EE | $2,546 | $2,559-0.5% | $4,137-38.5% | $2,565-0.8% |
| Participant deferral / active EE | $3,493 | $4,006-12.8% | $5,506-36.6% | $3,952-11.6% |
| Admin fee / account holder | $12,253 | $7,703+59.1% | $10,280+19.2% | $6,261+95.7% |