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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 | $100,081 | $154,228-35.1% | $145,433-31.2% | $137,256-27.1% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 21.67% | 74.59%-52.9pp | 66.58%-44.9pp | 220.34%-198.7pp |
| Employer contribution / active EE | $10,254 | $4,804+113.4% | $4,554+125.1% | $4,156+146.7% |
| Participant deferral / active EE | $9,055 | $8,216+10.2% | $7,897+14.7% | $6,407+41.3% |
| Admin fee / account holder | $996 | $14,344-93.1% | $13,129-92.4% | $12,270-91.9% |