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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 | $129,690 | $106,247+22.1% | $96,515+34.4% | $139,466-7.0% |
| Participation rate | 85.0% | 77.8%+7.2pp | 74.3%+10.7pp | 80.3%+4.7pp |
| Annual return | 22.36% | 38.47%-16.1pp | 35.73%-13.4pp | 373.66%-351.3pp |
| Employer contribution / active EE | $2,904 | $4,106-29.3% | $3,740-22.4% | $4,754-38.9% |
| Participant deferral / active EE | $7,301 | $5,456+33.8% | $4,880+49.6% | $6,712+8.8% |
| Admin fee / account holder | $1,685 | $7,885-78.6% | $6,735-75.0% | $11,409-85.2% |