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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 | $137,761 | $185,883-25.9% | $170,043-19.0% | $139,466-1.2% |
| Participation rate | 94.4% | 87.8%+6.7pp | 87.0%+7.4pp | 80.3%+14.1pp |
| Annual return | 22.01% | 60.54%-38.5pp | 53.40%-31.4pp | 373.66%-351.7pp |
| Employer contribution / active EE | $7,562 | $7,596-0.4% | $6,790+11.4% | $4,754+59.1% |
| Participant deferral / active EE | $16,419 | $11,626+41.2% | $10,410+57.7% | $6,712+144.6% |
| Admin fee / account holder | $1,877 | $15,393-87.8% | $12,824-85.4% | $11,409-83.5% |