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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 | $155,306 | $124,351+24.9% | $109,188+42.2% | $167,553-7.3% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | 16.51% | 26.04%-9.5pp | 25.76%-9.2pp | 478.89%-462.4pp |
| Employer contribution / active EE | $2,448 | $4,210-41.9% | $3,723-34.3% | $4,840-49.4% |
| Participant deferral / active EE | $4,225 | $5,257-19.6% | $4,654-9.2% | $6,343-33.4% |
| Admin fee / account holder | $2,552 | $7,975-68.0% | $6,755-62.2% | $12,316-79.3% |