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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 | $86,368 | $196,972-56.2% | $182,262-52.6% | $198,609-56.5% |
| Participation rate | 85.7% | 85.7%0pp | 84.2%+1.5pp | 82.4%+3.3pp |
| Annual return | 20.10% | 158.27%-138.2pp | 140.60%-120.5pp | 202.70%-182.6pp |
| Employer contribution / active EE | $5,620 | $5,364+4.8% | $5,046+11.4% | $5,055+11.2% |
| Participant deferral / active EE | $11,834 | $8,643+36.9% | $8,276+43.0% | $6,977+69.6% |
| Admin fee / account holder | $1,587 | $18,429-91.4% | $16,712-90.5% | $19,030-91.7% |