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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 | $129,367 | $212,386-39.1% | $199,883-35.3% | $138,895-6.9% |
| Participation rate | 83.3% | 87.4%-4.0pp | 86.8%-3.4pp | 79.9%+3.4pp |
| Annual return | 36.09% | 47.75%-11.7pp | 43.81%-7.7pp | 145.39%-109.3pp |
| Employer contribution / active EE | $9,077 | $6,625+37.0% | $6,261+45.0% | $4,194+116.4% |
| Participant deferral / active EE | $12,262 | $9,617+27.5% | $9,138+34.2% | $6,396+91.7% |
| Admin fee / account holder | $2,583 | $18,233-85.8% | $17,268-85.0% | $12,562-79.4% |