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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 | $141,145 | $111,535+26.5% | $105,223+34.1% | $137,256+2.8% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 80.0%+7.5pp |
| Annual return | 17.48% | 237.85%-220.4pp | 180.65%-163.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $18,151 | $3,939+360.8% | $3,689+392.1% | $4,156+336.7% |
| Participant deferral / active EE | $7,245 | $5,500+31.7% | $5,072+42.9% | $6,407+13.1% |
| Admin fee / account holder | $975 | $9,721-90.0% | $8,859-89.0% | $12,270-92.1% |