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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 | $75,317 | $178,174-57.7% | $156,181-51.8% | $137,256-45.1% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.8%+12.1pp | 80.0%+10.9pp |
| Annual return | 18.70% | 84.19%-65.5pp | 64.87%-46.2pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,914 | $4,972-41.4% | $4,294-32.1% | $4,156-29.9% |
| Participant deferral / active EE | $9,676 | $6,888+40.5% | $6,132+57.8% | $6,407+51.0% |
| Admin fee / account holder | $3,924 | $17,404-77.5% | $14,586-73.1% | $12,270-68.0% |