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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 | $150,020 | $315,200-52.4% | $238,191-37.0% | $155,188-3.3% |
| Participation rate | 80.0% | 82.6%-2.6pp | 77.1%+2.9pp | 80.8%-0.8pp |
| Annual return | 16.31% | 10.25%+6.1pp | 13.02%+3.3pp | 148.84%-132.5pp |
| Employer contribution / active EE | $8,099 | $6,383+26.9% | $5,082+59.4% | $4,248+90.7% |
| Participant deferral / active EE | $11,341 | $8,044+41.0% | $6,726+68.6% | $6,531+73.6% |
| Admin fee / account holder | $3,522 | $48,031-92.7% | $34,582-89.8% | $14,480-75.7% |