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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 | $119,441 | $93,345+28.0% | $119,126+0.3% | $87,485+36.5% |
| Participation rate | 83.7% | 68.7%+15.0pp | 75.8%+8.0pp | 68.9%+14.8pp |
| Annual return | 13.00% | 19.08%-6.1pp | 282.11%-269.1pp | 26.06%-13.1pp |
| Employer contribution / active EE | $4,527 | $3,172+42.7% | $4,034+12.2% | $2,596+74.4% |
| Participant deferral / active EE | $5,021 | $4,099+22.5% | $5,318-5.6% | $4,274+17.5% |
| Admin fee / account holder | $70,695 | $8,039+779.4% | $10,693+561.1% | $7,775+809.3% |