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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 | $118,700 | $124,330-4.5% | $109,173+8.7% | $167,536-29.1% |
| Participation rate | 92.9% | 79.5%+13.4pp | 75.9%+17.0pp | 82.1%+10.7pp |
| Annual return | 22.99% | 26.04%-3.1pp | 25.75%-2.8pp | 478.82%-455.8pp |
| Employer contribution / active EE | $3,324 | $4,209-21.0% | $3,723-10.7% | $4,839-31.3% |
| Participant deferral / active EE | $11,641 | $5,256+121.5% | $4,654+150.1% | $6,342+83.5% |
| Admin fee / account holder | $1,212 | $7,974-84.8% | $6,755-82.1% | $12,315-90.2% |