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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 | $136,566 | $110,337+23.8% | $102,383+33.4% | $145,877-6.4% |
| Participation rate | 95.2% | 77.9%+17.3pp | 74.5%+20.7pp | 80.3%+14.9pp |
| Annual return | 10.03% | 24.83%-14.8pp | 24.94%-14.9pp | 551.28%-541.3pp |
| Employer contribution / active EE | $2,666 | $4,216-36.8% | $3,870-31.1% | $4,663-42.8% |
| Participant deferral / active EE | $7,691 | $5,621+36.8% | $5,060+52.0% | $6,691+14.9% |
| Admin fee / account holder | $41,384 | $9,750+324.5% | $8,391+393.2% | $13,402+208.8% |