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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 | $102,508 | $162,136-36.8% | $152,301-32.7% | $154,746-33.8% |
| Participation rate | 88.9% | 84.1%+4.8pp | 82.4%+6.4pp | 80.7%+8.2pp |
| Annual return | 19.24% | 91.02%-71.8pp | 80.50%-61.3pp | 172.34%-153.1pp |
| Employer contribution / active EE | $8,316 | $4,890+70.1% | $4,624+79.8% | $4,379+89.9% |
| Participant deferral / active EE | $8,123 | $8,341-2.6% | $8,004+1.5% | $6,730+20.7% |
| Admin fee / account holder | $1,181 | $15,759-92.5% | $14,398-91.8% | $14,365-91.8% |