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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 | $137,416 | $117,433+17.0% | $99,475+38.1% | $152,897-10.1% |
| Participation rate | 88.9% | 77.5%+11.3pp | 73.8%+15.1pp | 82.5%+6.4pp |
| Annual return | 20.12% | 31.87%-11.7pp | 30.72%-10.6pp | 345.43%-325.3pp |
| Employer contribution / active EE | $3,037 | $3,013+0.8% | $2,540+19.6% | $4,764-36.3% |
| Participant deferral / active EE | $6,486 | $4,086+58.7% | $3,619+79.2% | $5,851+10.8% |
| Admin fee / account holder | $490 | $7,634-93.6% | $6,252-92.2% | $11,599-95.8% |