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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 | $118,145 | $111,301+6.1% | $112,977+4.6% | $158,982-25.7% |
| Participation rate | 92.9% | 83.5%+9.4pp | 82.6%+10.3pp | 82.0%+10.9pp |
| Annual return | 13.74% | 26.40%-12.7pp | 24.24%-10.5pp | 302.99%-289.2pp |
| Employer contribution / active EE | $5,300 | $4,471+18.5% | $4,255+24.6% | $4,763+11.3% |
| Participant deferral / active EE | $3,415 | $5,880-41.9% | $5,836-41.5% | $5,983-42.9% |
| Admin fee / account holder | $2,266 | $8,392-73.0% | $6,294-64.0% | $11,252-79.9% |