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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 | $134,563 | $110,212+22.1% | $96,534+39.4% | $139,466-3.5% |
| Participation rate | 95.2% | 78.1%+17.1pp | 76.0%+19.3pp | 80.3%+14.9pp |
| Annual return | 25.47% | 26.42%-0.9pp | 25.88%-0.4pp | 373.66%-348.2pp |
| Employer contribution / active EE | $3,059 | $3,620-15.5% | $2,965+3.1% | $4,754-35.7% |
| Participant deferral / active EE | $4,557 | $5,547-17.9% | $4,851-6.1% | $6,712-32.1% |
| Admin fee / account holder | $6,812 | $11,599-41.3% | $8,253-17.5% | $11,409-40.3% |