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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 | $129,737+8.8% | $119,126+18.5% | $154,746-8.8% |
| Participation rate | 87.5% | 78.9%+8.6pp | 75.8%+11.7pp | 80.7%+6.8pp |
| Annual return | 17.48% | 379.08%-361.6pp | 282.11%-264.6pp | 172.34%-154.9pp |
| Employer contribution / active EE | $18,151 | $4,375+314.9% | $4,034+350.0% | $4,379+314.5% |
| Participant deferral / active EE | $7,245 | $5,842+24.0% | $5,318+36.2% | $6,730+7.6% |
| Admin fee / account holder | $975 | $11,961-91.9% | $10,693-90.9% | $14,365-93.2% |