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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 | $137,100 | $108,922+25.9% | $100,398+36.6% | $145,978-6.1% |
| Participation rate | 82.4% | 83.0%-0.6pp | 81.5%+0.8pp | 80.3%+2.1pp |
| Annual return | 22.07% | 58.04%-36.0pp | 49.32%-27.2pp | 550.52%-528.4pp |
| Employer contribution / active EE | $3,916 | $4,426-11.5% | $3,946-0.7% | $4,662-16.0% |
| Participant deferral / active EE | $12,339 | $8,450+46.0% | $8,084+52.6% | $6,690+84.5% |
| Admin fee / account holder | $2,337 | $9,680-75.9% | $7,893-70.4% | $13,400-82.6% |