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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 | $154,216 | $176,120-12.4% | $159,487-3.3% | $167,553-8.0% |
| Participation rate | 76.9% | 85.0%-8.0pp | 82.8%-5.9pp | 82.1%-5.2pp |
| Annual return | 13.80% | 331.95%-318.1pp | 263.71%-249.9pp | 478.89%-465.1pp |
| Employer contribution / active EE | $1,866 | $5,299-64.8% | $4,831-61.4% | $4,840-61.4% |
| Participant deferral / active EE | $8,949 | $7,752+15.4% | $7,354+21.7% | $6,343+41.1% |
| Admin fee / account holder | $5,126 | $12,561-59.2% | $10,804-52.6% | $12,316-58.4% |