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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 | $80,383 | $156,398-48.6% | $147,318-45.4% | $138,895-42.1% |
| Participation rate | 95.7% | 83.8%+11.9pp | 82.1%+13.6pp | 79.9%+15.7pp |
| Annual return | 14.91% | 78.75%-63.8pp | 70.43%-55.5pp | 145.39%-130.5pp |
| Employer contribution / active EE | $3,016 | $4,853-37.8% | $4,593-34.3% | $4,194-28.1% |
| Participant deferral / active EE | $8,600 | $8,237+4.4% | $7,906+8.8% | $6,396+34.5% |
| Admin fee / account holder | $8,278 | $14,976-44.7% | $13,708-39.6% | $12,562-34.1% |