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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 | $140,423 | $201,344-30.3% | $184,243-23.8% | $145,877-3.7% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 12.83% | 29.01%-16.2pp | 28.82%-16.0pp | 551.28%-538.5pp |
| Employer contribution / active EE | $16,844 | $7,022+139.9% | $6,427+162.1% | $4,663+261.2% |
| Participant deferral / active EE | $7,416 | $9,807-24.4% | $9,132-18.8% | $6,691+10.8% |
| Admin fee / account holder | $12,181 | $16,382-25.6% | $13,914-12.5% | $13,402-9.1% |