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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 | $124,326 | $157,276-21.0% | $141,177-11.9% | $152,885-18.7% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 23.15% | 64.33%-41.2pp | 71.40%-48.2pp | 345.39%-322.2pp |
| Employer contribution / active EE | $2,819 | $5,262-46.4% | $4,736-40.5% | $4,763-40.8% |
| Participant deferral / active EE | $9,477 | $7,110+33.3% | $6,710+41.2% | $5,851+62.0% |
| Admin fee / account holder | $4,118 | $12,123-66.0% | $10,263-59.9% | $11,598-64.5% |