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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 | $118,072 | $112,729+4.7% | $98,716+19.6% | $137,256-14.0% |
| Participation rate | 94.1% | 74.2%+19.9pp | 69.3%+24.8pp | 80.0%+14.2pp |
| Annual return | 13.23% | 38.48%-25.3pp | 31.81%-18.6pp | 220.34%-207.1pp |
| Employer contribution / active EE | $2,791 | $2,725+2.4% | $2,279+22.5% | $4,156-32.9% |
| Participant deferral / active EE | $6,192 | $4,640+33.4% | $4,048+53.0% | $6,407-3.3% |
| Admin fee / account holder | $1,362 | $10,129-86.5% | $8,703-84.3% | $12,270-88.9% |