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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 | $178,018 | $102,828+73.1% | $105,387+68.9% | $152,897+16.4% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 15.38% | 20.85%-5.5pp | 26.82%-11.4pp | 345.43%-330.1pp |
| Employer contribution / active EE | $2,110 | $4,473-52.8% | $4,213-49.9% | $4,764-55.7% |
| Participant deferral / active EE | $6,560 | $5,465+20.0% | $5,502+19.2% | $5,851+12.1% |
| Admin fee / account holder | $20,503 | $8,683+136.1% | $6,559+212.6% | $11,599+76.8% |