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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 | $110,200 | $178,174-38.2% | $156,181-29.4% | $137,256-19.7% |
| Participation rate | 91.7% | 82.0%+9.6pp | 78.8%+12.8pp | 80.0%+11.7pp |
| Annual return | 17.11% | 84.19%-67.1pp | 64.87%-47.8pp | 220.34%-203.2pp |
| Employer contribution / active EE | $3,623 | $4,972-27.1% | $4,294-15.6% | $4,156-12.8% |
| Participant deferral / active EE | $5,545 | $6,888-19.5% | $6,132-9.6% | $6,407-13.4% |
| Admin fee / account holder | $1,368 | $17,404-92.1% | $14,586-90.6% | $12,270-88.8% |