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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 | $145,601 | $117,895+23.5% | $102,460+42.1% | $145,897-0.2% |
| Participation rate | 72.2% | 78.6%-6.4pp | 76.5%-4.3pp | 80.3%-8.1pp |
| Annual return | 11.21% | 31.92%-20.7pp | 29.47%-18.3pp | 552.29%-541.1pp |
| Employer contribution / active EE | $3,898 | $3,619+7.7% | $3,025+28.9% | $4,663-16.4% |
| Participant deferral / active EE | $7,377 | $5,736+28.6% | $5,056+45.9% | $6,689+10.3% |
| Admin fee / account holder | $4,779 | $13,353-64.2% | $9,460-49.5% | $13,390-64.3% |