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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 | $157,050 | $110,337+42.3% | $102,383+53.4% | $145,877+7.7% |
| Participation rate | 86.4% | 77.9%+8.4pp | 74.5%+11.9pp | 80.3%+6.1pp |
| Annual return | 17.21% | 24.83%-7.6pp | 24.94%-7.7pp | 551.28%-534.1pp |
| Employer contribution / active EE | $3,012 | $4,216-28.6% | $3,870-22.2% | $4,663-35.4% |
| Participant deferral / active EE | $9,755 | $5,621+73.6% | $5,060+92.8% | $6,691+45.8% |
| Admin fee / account holder | $1,542 | $9,750-84.2% | $8,391-81.6% | $13,402-88.5% |