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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 | $129,122 | $148,623-13.1% | $135,974-5.0% | $139,466-7.4% |
| Participation rate | 93.3% | 83.9%+9.5pp | 81.9%+11.4pp | 80.3%+13.0pp |
| Annual return | 21.38% | 79.30%-57.9pp | 68.30%-46.9pp | 373.66%-352.3pp |
| Employer contribution / active EE | $3,431 | $5,246-34.6% | $4,859-29.4% | $4,754-27.8% |
| Participant deferral / active EE | $8,829 | $8,103+9.0% | $7,760+13.8% | $6,712+31.5% |
| Admin fee / account holder | $17,897 | $12,406+44.3% | $10,767+66.2% | $11,409+56.9% |