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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 | $137,212 | $124,351+10.3% | $109,188+25.7% | $167,553-18.1% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | 17.64% | 26.04%-8.4pp | 25.76%-8.1pp | 478.89%-461.3pp |
| Employer contribution / active EE | $19,266 | $4,210+357.7% | $3,723+417.5% | $4,840+298.1% |
| Participant deferral / active EE | $14,905 | $5,257+183.6% | $4,654+220.3% | $6,343+135.0% |
| Admin fee / account holder | $306 | $7,975-96.2% | $6,755-95.5% | $12,316-97.5% |