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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 | $113,126 | $106,247+6.5% | $96,515+17.2% | $139,466-18.9% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 16.43% | 38.47%-22.0pp | 35.73%-19.3pp | 373.66%-357.2pp |
| Employer contribution / active EE | $3,851 | $4,106-6.2% | $3,740+3.0% | $4,754-19.0% |
| Participant deferral / active EE | $6,885 | $5,456+26.2% | $4,880+41.1% | $6,712+2.6% |
| Admin fee / account holder | $2,770 | $7,885-64.9% | $6,735-58.9% | $11,409-75.7% |