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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 | $147,917 | $182,442-18.9% | $163,379-9.5% | $138,895+6.5% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.8%+1.0pp | 79.9%-2.1pp |
| Annual return | 11.25% | 72.74%-61.5pp | 63.41%-52.2pp | 145.39%-134.1pp |
| Employer contribution / active EE | $7,831 | $4,159+88.3% | $3,752+108.7% | $4,194+86.7% |
| Participant deferral / active EE | $23,960 | $6,817+251.5% | $6,282+281.4% | $6,396+274.6% |
| Admin fee / account holder | $92,400 | $10,396+788.8% | $9,818+841.1% | $12,562+635.5% |