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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 | $120,634 | $156,398-22.9% | $147,318-18.1% | $138,895-13.1% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 79.9%+9.0pp |
| Annual return | 25.49% | 78.75%-53.3pp | 70.43%-44.9pp | 145.39%-119.9pp |
| Employer contribution / active EE | $9,046 | $4,853+86.4% | $4,593+97.0% | $4,194+115.7% |
| Participant deferral / active EE | $17,422 | $8,237+111.5% | $7,906+120.4% | $6,396+172.4% |
| Admin fee / account holder | $6,133 | $14,976-59.0% | $13,708-55.3% | $12,562-51.2% |