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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 | $99,739 | $154,228-35.3% | $145,433-31.4% | $137,256-27.3% |
| Participation rate | 93.3% | 83.8%+9.5pp | 82.1%+11.2pp | 80.0%+13.4pp |
| Annual return | 16.81% | 74.59%-57.8pp | 66.58%-49.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $4,093 | $4,804-14.8% | $4,554-10.1% | $4,156-1.5% |
| Participant deferral / active EE | $11,157 | $8,216+35.8% | $7,897+41.3% | $6,407+74.1% |
| Admin fee / account holder | $30,033 | $14,344+109.4% | $13,129+128.7% | $12,270+144.8% |