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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 | $114,274 | $165,584-31.0% | $142,942-20.1% | $137,256-16.7% |
| Participation rate | 95.7% | 80.1%+15.6pp | 76.8%+18.8pp | 80.0%+15.7pp |
| Annual return | 18.44% | 164.22%-145.8pp | 113.70%-95.3pp | 220.34%-201.9pp |
| Employer contribution / active EE | $4,029 | $4,725-14.7% | $4,139-2.7% | $4,156-3.1% |
| Participant deferral / active EE | $6,879 | $8,194-16.0% | $7,128-3.5% | $6,407+7.4% |
| Admin fee / account holder | $6,851 | $16,167-57.6% | $12,475-45.1% | $12,270-44.2% |