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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 | $119,149 | $156,398-23.8% | $147,318-19.1% | $138,895-14.2% |
| Participation rate | 93.8% | 83.8%+10.0pp | 82.1%+11.7pp | 79.9%+13.8pp |
| Annual return | 16.35% | 78.75%-62.4pp | 70.43%-54.1pp | 145.39%-129.0pp |
| Employer contribution / active EE | $14,126 | $4,853+191.1% | $4,593+207.6% | $4,194+236.8% |
| Participant deferral / active EE | $25,073 | $8,237+204.4% | $7,906+217.1% | $6,396+292.0% |
| Admin fee / account holder | $14,447 | $14,976-3.5% | $13,708+5.4% | $12,562+15.0% |