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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 | $89,142 | $172,111-48.2% | $150,298-40.7% | $137,256-35.1% |
| Participation rate | 94.4% | 81.7%+12.7pp | 77.8%+16.7pp | 80.0%+14.5pp |
| Annual return | 15.48% | 69.37%-53.9pp | 62.79%-47.3pp | 220.34%-204.9pp |
| Employer contribution / active EE | $4,115 | $4,636-11.2% | $4,154-0.9% | $4,156-1.0% |
| Participant deferral / active EE | $7,352 | $6,166+19.2% | $5,453+34.8% | $6,407+14.7% |
| Admin fee / account holder | $1,943 | $16,471-88.2% | $14,116-86.2% | $12,270-84.2% |