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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 | $117,904+23.5% | $102,457+42.1% | $145,978-0.3% |
| Participation rate | 72.2% | 78.6%-6.4pp | 76.5%-4.3pp | 80.3%-8.1pp |
| Annual return | 11.21% | 31.80%-20.6pp | 29.41%-18.2pp | 550.52%-539.3pp |
| Employer contribution / active EE | $3,898 | $3,613+7.9% | $3,022+29.0% | $4,662-16.4% |
| Participant deferral / active EE | $7,377 | $5,733+28.7% | $5,054+46.0% | $6,690+10.3% |
| Admin fee / account holder | $4,779 | $13,329-64.1% | $9,451-49.4% | $13,400-64.3% |