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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 | $123,103 | $114,013+8.0% | $103,693+18.7% | $155,188-20.7% |
| Participation rate | 92.9% | 75.2%+17.7pp | 72.6%+20.2pp | 80.8%+12.1pp |
| Annual return | 15.30% | 49.31%-34.0pp | 47.61%-32.3pp | 148.84%-133.5pp |
| Employer contribution / active EE | $3,611 | $3,131+15.3% | $2,920+23.7% | $4,248-15.0% |
| Participant deferral / active EE | $5,690 | $4,970+14.5% | $4,579+24.3% | $6,531-12.9% |
| Admin fee / account holder | $5,187 | $8,407-38.3% | $7,858-34.0% | $14,480-64.2% |