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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 | $185,079 | $110,337+67.7% | $102,383+80.8% | $145,877+26.9% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.6pp |
| Annual return | 13.76% | 24.83%-11.1pp | 24.94%-11.2pp | 551.28%-537.5pp |
| Employer contribution / active EE | $3,442 | $4,216-18.4% | $3,870-11.1% | $4,663-26.2% |
| Participant deferral / active EE | $8,659 | $5,621+54.1% | $5,060+71.1% | $6,691+29.4% |
| Admin fee / account holder | $24,956 | $9,750+156.0% | $8,391+197.4% | $13,402+86.2% |