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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 | $123,155-4.1% | $108,753+8.6% | $155,188-23.9% |
| Participation rate | 94.1% | 75.6%+18.5pp | 71.1%+23.0pp | 80.8%+13.3pp |
| Annual return | 13.23% | 44.73%-31.5pp | 37.47%-24.2pp | 148.84%-135.6pp |
| Employer contribution / active EE | $2,791 | $2,811-0.7% | $2,427+15.0% | $4,248-34.3% |
| Participant deferral / active EE | $6,192 | $4,623+33.9% | $4,115+50.5% | $6,531-5.2% |
| Admin fee / account holder | $1,362 | $12,126-88.8% | $10,320-86.8% | $14,480-90.6% |