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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 | $146,863 | $132,634+10.7% | $115,768+26.9% | $137,256+7.0% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.4%+15.6pp | 80.0%+10.0pp |
| Annual return | 14.60% | 160.70%-146.1pp | 100.46%-85.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $4,021 | $3,360+19.7% | $2,940+36.8% | $4,156-3.2% |
| Participant deferral / active EE | $2,132 | $5,619-62.1% | $4,917-56.6% | $6,407-66.7% |
| Admin fee / account holder | $3,764 | $15,028-75.0% | $12,439-69.7% | $12,270-69.3% |