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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 | $83,488 | $154,228-45.9% | $145,433-42.6% | $137,256-39.2% |
| Participation rate | 95.8% | 83.8%+12.0pp | 82.1%+13.7pp | 80.0%+15.9pp |
| Annual return | 16.16% | 74.59%-58.4pp | 66.58%-50.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $8,467 | $4,804+76.2% | $4,554+85.9% | $4,156+103.7% |
| Participant deferral / active EE | $7,964 | $8,216-3.1% | $7,897+0.8% | $6,407+24.3% |
| Admin fee / account holder | $9,091 | $14,344-36.6% | $13,129-30.8% | $12,270-25.9% |