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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 | $60,113 | $178,174-66.3% | $156,181-61.5% | $137,256-56.2% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 13.78% | 84.19%-70.4pp | 64.87%-51.1pp | 220.34%-206.6pp |
| Employer contribution / active EE | $4,328 | $4,972-12.9% | $4,294+0.8% | $4,156+4.1% |
| Participant deferral / active EE | $8,015 | $6,888+16.4% | $6,132+30.7% | $6,407+25.1% |
| Admin fee / account holder | $24,064 | $17,404+38.3% | $14,586+65.0% | $12,270+96.1% |