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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 | $121,810 | $172,111-29.2% | $150,298-19.0% | $137,256-11.3% |
| Participation rate | 88.2% | 81.7%+6.5pp | 77.8%+10.5pp | 80.0%+8.3pp |
| Annual return | 17.72% | 69.37%-51.7pp | 62.79%-45.1pp | 220.34%-202.6pp |
| Employer contribution / active EE | $6,901 | $4,636+48.8% | $4,154+66.1% | $4,156+66.0% |
| Participant deferral / active EE | $5,830 | $6,166-5.4% | $5,453+6.9% | $6,407-9.0% |
| Admin fee / account holder | $1,423 | $16,471-91.4% | $14,116-89.9% | $12,270-88.4% |