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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 | $92,805 | $211,105-56.0% | $178,449-48.0% | $145,978-36.4% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 24.40% | 30.19%-5.8pp | 27.09%-2.7pp | 550.52%-526.1pp |
| Employer contribution / active EE | $5,465 | $4,569+19.6% | $3,951+38.3% | $4,662+17.2% |
| Participant deferral / active EE | $7,827 | $6,959+12.5% | $6,277+24.7% | $6,690+17.0% |
| Admin fee / account holder | $30,343 | $12,017+152.5% | $10,362+192.8% | $13,400+126.4% |