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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 | $194,714 | $185,312+5.1% | $161,489+20.6% | $154,746+25.8% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.7%+11.3pp | 80.7%+9.3pp |
| Annual return | 14.18% | 103.84%-89.7pp | 89.72%-75.5pp | 172.34%-158.2pp |
| Employer contribution / active EE | $1,412 | $4,769-70.4% | $4,268-66.9% | $4,379-67.8% |
| Participant deferral / active EE | $2,328 | $6,350-63.3% | $5,630-58.7% | $6,730-65.4% |
| Admin fee / account holder | $1,121 | $18,654-94.0% | $16,006-93.0% | $14,365-92.2% |