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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 | $167,397 | $106,524+57.1% | $152,301+9.9% | $87,485+91.3% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.4%+5.1pp | 68.9%+18.6pp |
| Annual return | 19.13% | 26.89%-7.8pp | 80.50%-61.4pp | 26.06%-6.9pp |
| Employer contribution / active EE | $3,594 | $3,371+6.6% | $4,624-22.3% | $2,596+38.4% |
| Participant deferral / active EE | $8,407 | $6,525+28.8% | $8,004+5.0% | $4,274+96.7% |
| Admin fee / account holder | $4,848 | $8,287-41.5% | $14,398-66.3% | $7,775-37.6% |