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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 | $121,695 | $209,336-41.9% | $197,124-38.3% | $137,256-11.3% |
| Participation rate | 73.7% | 87.3%-13.6pp | 86.7%-13.0pp | 80.0%-6.3pp |
| Annual return | 19.48% | 48.09%-28.6pp | 44.34%-24.9pp | 220.34%-200.9pp |
| Employer contribution / active EE | $5,088 | $6,591-22.8% | $6,227-18.3% | $4,156+22.4% |
| Participant deferral / active EE | $11,503 | $9,614+19.7% | $9,135+25.9% | $6,407+79.6% |
| Admin fee / account holder | $1,558 | $17,308-91.0% | $16,298-90.4% | $12,270-87.3% |