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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 | $124,209 | $172,111-27.8% | $150,298-17.4% | $137,256-9.5% |
| Participation rate | 92.9% | 81.7%+11.1pp | 77.8%+15.1pp | 80.0%+12.9pp |
| Annual return | 13.39% | 69.37%-56.0pp | 62.79%-49.4pp | 220.34%-207.0pp |
| Employer contribution / active EE | $3,825 | $4,636-17.5% | $4,154-7.9% | $4,156-8.0% |
| Participant deferral / active EE | $9,390 | $6,166+52.3% | $5,453+72.2% | $6,407+46.6% |
| Admin fee / account holder | $1,113 | $16,471-93.2% | $14,116-92.1% | $12,270-90.9% |