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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 | $116,697 | $212,386-45.1% | $199,883-41.6% | $138,895-16.0% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.8%+2.1pp | 79.9%+9.0pp |
| Annual return | 12.60% | 47.75%-35.1pp | 43.81%-31.2pp | 145.39%-132.8pp |
| Employer contribution / active EE | $3,245 | $6,625-51.0% | $6,261-48.2% | $4,194-22.6% |
| Participant deferral / active EE | $3,953 | $9,617-58.9% | $9,138-56.7% | $6,396-38.2% |
| Admin fee / account holder | $4,039 | $18,233-77.8% | $17,268-76.6% | $12,562-67.8% |