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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 | $125,782 | $157,296-20.0% | $141,191-10.9% | $152,897-17.7% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.5%+9.9pp |
| Annual return | 24.64% | 64.34%-39.7pp | 71.41%-46.8pp | 345.43%-320.8pp |
| Employer contribution / active EE | $7,740 | $5,262+47.1% | $4,736+63.4% | $4,764+62.5% |
| Participant deferral / active EE | $6,011 | $7,111-15.5% | $6,710-10.4% | $5,851+2.7% |
| Admin fee / account holder | $745 | $12,125-93.9% | $10,264-92.7% | $11,599-93.6% |