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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 | $113,338 | $103,393+9.6% | $87,103+30.1% | $152,909-25.9% |
| Participation rate | 83.3% | 79.4%+4.0pp | 76.9%+6.5pp | 82.5%+0.9pp |
| Annual return | 18.04% | 28.10%-10.1pp | 28.19%-10.2pp | 345.46%-327.4pp |
| Employer contribution / active EE | $1,280 | $3,221-60.3% | $2,521-49.2% | $4,764-73.1% |
| Participant deferral / active EE | $2,417 | $4,778-49.4% | $4,049-40.3% | $5,851-58.7% |
| Admin fee / account holder | $22,992 | $12,195+88.5% | $7,491+206.9% | $11,601+98.2% |