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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 | $134,210 | $162,136-17.2% | $152,301-11.9% | $154,746-13.3% |
| Participation rate | 88.9% | 84.1%+4.8pp | 82.4%+6.4pp | 80.7%+8.2pp |
| Annual return | 21.23% | 91.02%-69.8pp | 80.50%-59.3pp | 172.34%-151.1pp |
| Employer contribution / active EE | $4,533 | $4,890-7.3% | $4,624-2.0% | $4,379+3.5% |
| Participant deferral / active EE | $10,499 | $8,341+25.9% | $8,004+31.2% | $6,730+56.0% |
| Admin fee / account holder | $478 | $15,759-97.0% | $14,398-96.7% | $14,365-96.7% |