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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 | $113,463 | $211,239-46.3% | $178,528-36.4% | $145,877-22.2% |
| Participation rate | 93.3% | 80.8%+12.5pp | 77.1%+16.2pp | 80.3%+13.0pp |
| Annual return | 10.13% | 30.22%-20.1pp | 27.11%-17.0pp | 551.28%-541.2pp |
| Employer contribution / active EE | $5,287 | $4,570+15.7% | $3,950+33.8% | $4,663+13.4% |
| Participant deferral / active EE | $2,986 | $6,963-57.1% | $6,278-52.4% | $6,691-55.4% |
| Admin fee / account holder | $19,363 | $12,095+60.1% | $10,419+85.8% | $13,402+44.5% |