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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 | $96,108 | $185,312-48.1% | $161,489-40.5% | $154,746-37.9% |
| Participation rate | 94.4% | 82.5%+12.0pp | 78.7%+15.7pp | 80.7%+13.7pp |
| Annual return | 16.89% | 103.84%-87.0pp | 89.72%-72.8pp | 172.34%-155.5pp |
| Employer contribution / active EE | $8,544 | $4,769+79.1% | $4,268+100.2% | $4,379+95.1% |
| Participant deferral / active EE | $5,306 | $6,350-16.4% | $5,630-5.8% | $6,730-21.2% |
| Admin fee / account holder | $1,287 | $18,654-93.1% | $16,006-92.0% | $14,365-91.0% |