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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 | $107,914 | $171,930-37.2% | $151,266-28.7% | $154,746-30.3% |
| Participation rate | 90.0% | 80.5%+9.5pp | 77.0%+13.0pp | 80.7%+9.3pp |
| Annual return | 35.96% | 242.03%-206.1pp | 180.60%-144.6pp | 172.34%-136.4pp |
| Employer contribution / active EE | $3,873 | $4,710-17.8% | $4,237-8.6% | $4,379-11.5% |
| Participant deferral / active EE | $5,666 | $8,191-30.8% | $7,337-22.8% | $6,730-15.8% |
| Admin fee / account holder | $417 | $15,803-97.4% | $13,159-96.8% | $14,365-97.1% |