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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 | $87,460 | $129,737-32.6% | $119,126-26.6% | $154,746-43.5% |
| Participation rate | 91.7% | 78.9%+12.8pp | 75.8%+15.9pp | 80.7%+11.0pp |
| Annual return | 19.37% | 379.08%-359.7pp | 282.11%-262.7pp | 172.34%-153.0pp |
| Employer contribution / active EE | $5,739 | $4,375+31.2% | $4,034+42.3% | $4,379+31.1% |
| Participant deferral / active EE | $9,785 | $5,842+67.5% | $5,318+84.0% | $6,730+45.4% |
| Admin fee / account holder | $5,822 | $11,961-51.3% | $10,693-45.6% | $14,365-59.5% |