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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 | $114,417 | $155,555-26.4% | $146,866-22.1% | $155,188-26.3% |
| Participation rate | 84.6% | 84.0%+0.7pp | 82.5%+2.1pp | 80.8%+3.8pp |
| Annual return | 21.63% | 115.41%-93.8pp | 102.85%-81.2pp | 148.84%-127.2pp |
| Employer contribution / active EE | $1,223 | $4,647-73.7% | $4,425-72.4% | $4,248-71.2% |
| Participant deferral / active EE | $12,220 | $8,044+51.9% | $7,759+57.5% | $6,531+87.1% |
| Admin fee / account holder | $1,122 | $14,755-92.4% | $13,620-91.8% | $14,480-92.3% |