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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 | $149,415 | $185,312-19.4% | $161,489-7.5% | $154,746-3.4% |
| Participation rate | 91.7% | 82.5%+9.2pp | 78.7%+13.0pp | 80.7%+11.0pp |
| Annual return | 18.84% | 103.84%-85.0pp | 89.72%-70.9pp | 172.34%-153.5pp |
| Employer contribution / active EE | $10,510 | $4,769+120.4% | $4,268+146.2% | $4,379+140.0% |
| Participant deferral / active EE | $7,011 | $6,350+10.4% | $5,630+24.5% | $6,730+4.2% |
| Admin fee / account holder | $1,456 | $18,654-92.2% | $16,006-90.9% | $14,365-89.9% |