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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 | $141,008 | $125,778+12.1% | $114,563+23.1% | $154,746-8.9% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.9%-1.5pp | 80.7%-9.3pp |
| Annual return | 14.95% | 295.14%-280.2pp | 241.09%-226.1pp | 172.34%-157.4pp |
| Employer contribution / active EE | $1,709 | $2,806-39.1% | $2,592-34.1% | $4,379-61.0% |
| Participant deferral / active EE | $3,682 | $4,445-17.1% | $4,142-11.1% | $6,730-45.3% |
| Admin fee / account holder | $875 | $8,190-89.3% | $7,623-88.5% | $14,365-93.9% |