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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 | $106,741 | $157,296-32.1% | $141,191-24.4% | $152,897-30.2% |
| Participation rate | 95.8% | 84.8%+11.0pp | 82.5%+13.4pp | 82.5%+13.4pp |
| Annual return | 22.20% | 64.34%-42.1pp | 71.41%-49.2pp | 345.43%-323.2pp |
| Employer contribution / active EE | $8,738 | $5,262+66.0% | $4,736+84.5% | $4,764+83.4% |
| Participant deferral / active EE | $10,322 | $7,111+45.2% | $6,710+53.8% | $5,851+76.4% |
| Admin fee / account holder | $9,352 | $12,125-22.9% | $10,264-8.9% | $11,599-19.4% |