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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 | $119,942 | $156,398-23.3% | $147,318-18.6% | $138,895-13.6% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 16.90% | 78.75%-61.8pp | 70.43%-53.5pp | 145.39%-128.5pp |
| Employer contribution / active EE | $5,561 | $4,853+14.6% | $4,593+21.1% | $4,194+32.6% |
| Participant deferral / active EE | $18,455 | $8,237+124.0% | $7,906+133.4% | $6,396+188.5% |
| Admin fee / account holder | $3,873 | $14,976-74.1% | $13,708-71.7% | $12,562-69.2% |