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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 | $136,115 | $115,225+18.1% | $100,712+35.2% | $138,895-2.0% |
| Participation rate | 94.7% | 74.3%+20.4pp | 69.3%+25.5pp | 79.9%+14.8pp |
| Annual return | 10.65% | 40.35%-29.7pp | 33.27%-22.6pp | 145.39%-134.7pp |
| Employer contribution / active EE | $1,637 | $2,771-40.9% | $2,313-29.2% | $4,194-61.0% |
| Participant deferral / active EE | $5,449 | $4,699+16.0% | $4,085+33.4% | $6,396-14.8% |
| Admin fee / account holder | $17,798 | $10,844+64.1% | $9,256+92.3% | $12,562+41.7% |