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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 | $163,104 | $217,432-25.0% | $185,851-12.2% | $167,553-2.7% |
| Participation rate | 81.0% | 86.1%-5.1pp | 81.7%-0.8pp | 82.1%-1.2pp |
| Annual return | 33.01% | 148.43%-115.4pp | 122.11%-89.1pp | 478.89%-445.9pp |
| Employer contribution / active EE | $2,939 | $5,874-50.0% | $5,168-43.1% | $4,840-39.3% |
| Participant deferral / active EE | $6,624 | $6,357+4.2% | $5,569+19.0% | $6,343+4.4% |
| Admin fee / account holder | $16,627 | $19,820-16.1% | $16,245+2.4% | $12,316+35.0% |