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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 | $108,568 | $134,817-19.5% | $123,973-12.4% | $155,188-30.0% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.7%-1.7pp | 80.8%-5.8pp |
| Annual return | 11.17% | 515.49%-504.3pp | 388.13%-377.0pp | 148.84%-137.7pp |
| Employer contribution / active EE | $3,185 | $4,425-28.0% | $4,126-22.8% | $4,248-25.0% |
| Participant deferral / active EE | $6,945 | $5,706+21.7% | $5,247+32.4% | $6,531+6.3% |
| Admin fee / account holder | $13,834 | $13,245+4.4% | $11,799+17.2% | $14,480-4.5% |