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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 | $122,438 | $165,399-26.0% | $149,745-18.2% | $158,982-23.0% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 24.56% | 348.34%-323.8pp | 276.72%-252.2pp | 302.99%-278.4pp |
| Employer contribution / active EE | $13,613 | $5,105+166.7% | $4,646+193.0% | $4,763+185.8% |
| Participant deferral / active EE | $8,895 | $7,183+23.8% | $6,843+30.0% | $5,983+48.7% |
| Admin fee / account holder | $3,407 | $10,811-68.5% | $9,312-63.4% | $11,252-69.7% |