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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 | $125,981 | $154,228-18.3% | $145,433-13.4% | $137,256-8.2% |
| Participation rate | 72.2% | 83.8%-11.6pp | 82.1%-9.9pp | 80.0%-7.7pp |
| Annual return | 38.43% | 74.59%-36.2pp | 66.58%-28.1pp | 220.34%-181.9pp |
| Employer contribution / active EE | $2,535 | $4,804-47.2% | $4,554-44.3% | $4,156-39.0% |
| Participant deferral / active EE | $5,694 | $8,216-30.7% | $7,897-27.9% | $6,407-11.1% |
| Admin fee / account holder | $5,638 | $14,344-60.7% | $13,129-57.1% | $12,270-54.0% |