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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 | $110,948 | $156,398-29.1% | $147,318-24.7% | $138,895-20.1% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 13.58% | 78.75%-65.2pp | 70.43%-56.9pp | 145.39%-131.8pp |
| Employer contribution / active EE | $8,257 | $4,853+70.1% | $4,593+79.8% | $4,194+96.9% |
| Participant deferral / active EE | $14,529 | $8,237+76.4% | $7,906+83.8% | $6,396+127.1% |
| Admin fee / account holder | $13,597 | $14,976-9.2% | $13,708-0.8% | $12,562+8.2% |