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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 | $168,133 | $172,111-2.3% | $150,298+11.9% | $137,256+22.5% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 11.44% | 69.37%-57.9pp | 62.79%-51.3pp | 220.34%-208.9pp |
| Employer contribution / active EE | $2,453 | $4,636-47.1% | $4,154-41.0% | $4,156-41.0% |
| Participant deferral / active EE | $13,370 | $6,166+116.8% | $5,453+145.2% | $6,407+108.7% |
| Admin fee / account holder | $3,117 | $16,471-81.1% | $14,116-77.9% | $12,270-74.6% |