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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 | $109,408 | $165,399-33.9% | $149,745-26.9% | $158,982-31.2% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 17.85% | 348.34%-330.5pp | 276.72%-258.9pp | 302.99%-285.1pp |
| Employer contribution / active EE | $9,597 | $5,105+88.0% | $4,646+106.6% | $4,763+101.5% |
| Participant deferral / active EE | $14,745 | $7,183+105.3% | $6,843+115.5% | $5,983+146.4% |
| Admin fee / account holder | $9,594 | $10,811-11.3% | $9,312+3.0% | $11,252-14.7% |