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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 | $127,159 | $154,228-17.6% | $145,433-12.6% | $137,256-7.4% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 17.40% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $3,862 | $4,804-19.6% | $4,554-15.2% | $4,156-7.1% |
| Participant deferral / active EE | $5,913 | $8,216-28.0% | $7,897-25.1% | $6,407-7.7% |
| Admin fee / account holder | $6,287 | $14,344-56.2% | $13,129-52.1% | $12,270-48.8% |