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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 | $102,641 | $156,398-34.4% | $147,318-30.3% | $138,895-26.1% |
| Participation rate | 89.5% | 83.8%+5.7pp | 82.1%+7.4pp | 79.9%+9.6pp |
| Annual return | 17.74% | 78.75%-61.0pp | 70.43%-52.7pp | 145.39%-127.7pp |
| Employer contribution / active EE | $3,154 | $4,853-35.0% | $4,593-31.3% | $4,194-24.8% |
| Participant deferral / active EE | $7,709 | $8,237-6.4% | $7,906-2.5% | $6,396+20.5% |
| Admin fee / account holder | $7,363 | $14,976-50.8% | $13,708-46.3% | $12,562-41.4% |