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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 | $131,521 | $111,535+17.9% | $105,223+25.0% | $137,256-4.2% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.0%+6.8pp | 80.0%+1.9pp |
| Annual return | 12.19% | 237.85%-225.7pp | 180.65%-168.5pp | 220.34%-208.2pp |
| Employer contribution / active EE | $1,079 | $3,939-72.6% | $3,689-70.7% | $4,156-74.0% |
| Participant deferral / active EE | $2,157 | $5,500-60.8% | $5,072-57.5% | $6,407-66.3% |
| Admin fee / account holder | $23,432 | $9,721+141.0% | $8,859+164.5% | $12,270+91.0% |