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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 | $66,706 | $154,228-56.7% | $145,433-54.1% | $137,256-51.4% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 13.40% | 74.59%-61.2pp | 66.58%-53.2pp | 220.34%-206.9pp |
| Employer contribution / active EE | $4,324 | $4,804-10.0% | $4,554-5.1% | $4,156+4.0% |
| Participant deferral / active EE | $10,065 | $8,216+22.5% | $7,897+27.4% | $6,407+57.1% |
| Admin fee / account holder | $132,632 | $14,344+824.7% | $13,129+910.2% | $12,270+980.9% |