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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 | $100,714 | $148,623-32.2% | $135,974-25.9% | $139,466-27.8% |
| Participation rate | 81.0% | 83.9%-2.9pp | 81.9%-1.0pp | 80.3%+0.6pp |
| Annual return | 19.90% | 79.30%-59.4pp | 68.30%-48.4pp | 373.66%-353.8pp |
| Employer contribution / active EE | $5,053 | $5,246-3.7% | $4,859+4.0% | $4,754+6.3% |
| Participant deferral / active EE | $7,945 | $8,103-1.9% | $7,760+2.4% | $6,712+18.4% |
| Admin fee / account holder | $1,399 | $12,406-88.7% | $10,767-87.0% | $11,409-87.7% |