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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 | $113,100 | $172,111-34.3% | $150,298-24.7% | $137,256-17.6% |
| Participation rate | 88.2% | 81.7%+6.5pp | 77.8%+10.5pp | 80.0%+8.3pp |
| Annual return | 26.24% | 69.37%-43.1pp | 62.79%-36.5pp | 220.34%-194.1pp |
| Employer contribution / active EE | $3,855 | $4,636-16.9% | $4,154-7.2% | $4,156-7.3% |
| Participant deferral / active EE | $8,612 | $6,166+39.7% | $5,453+57.9% | $6,407+34.4% |
| Admin fee / account holder | $2,198 | $16,471-86.7% | $14,116-84.4% | $12,270-82.1% |