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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 | $71,756 | $185,312-61.3% | $161,489-55.6% | $154,746-53.6% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 16.65% | 103.84%-87.2pp | 89.72%-73.1pp | 172.34%-155.7pp |
| Employer contribution / active EE | $5,491 | $4,769+15.1% | $4,268+28.7% | $4,379+25.4% |
| Participant deferral / active EE | $5,744 | $6,350-9.5% | $5,630+2.0% | $6,730-14.7% |
| Admin fee / account holder | $16,812 | $18,654-9.9% | $16,006+5.0% | $14,365+17.0% |