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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 | $186,028 | $172,111+8.1% | $150,298+23.8% | $137,256+35.5% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 18.46% | 69.37%-50.9pp | 62.79%-44.3pp | 220.34%-201.9pp |
| Employer contribution / active EE | $3,924 | $4,636-15.4% | $4,154-5.5% | $4,156-5.6% |
| Participant deferral / active EE | $3,702 | $6,166-40.0% | $5,453-32.1% | $6,407-42.2% |
| Admin fee / account holder | $795 | $16,471-95.2% | $14,116-94.4% | $12,270-93.5% |