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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 | $118,236 | $172,111-31.3% | $150,298-21.3% | $137,256-13.9% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 17.50% | 69.37%-51.9pp | 62.79%-45.3pp | 220.34%-202.8pp |
| Employer contribution / active EE | $7,691 | $4,636+65.9% | $4,154+85.1% | $4,156+85.1% |
| Participant deferral / active EE | $7,642 | $6,166+23.9% | $5,453+40.1% | $6,407+19.3% |
| Admin fee / account holder | $940 | $16,471-94.3% | $14,116-93.3% | $12,270-92.3% |