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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 | $126,735 | $174,379-27.3% | $152,093-16.7% | $138,895-8.8% |
| Participation rate | 85.7% | 81.6%+4.1pp | 77.8%+7.9pp | 79.9%+5.8pp |
| Annual return | 13.35% | 74.86%-61.5pp | 66.36%-53.0pp | 145.39%-132.0pp |
| Employer contribution / active EE | $8,438 | $4,652+81.4% | $4,175+102.1% | $4,194+101.2% |
| Participant deferral / active EE | $16,307 | $6,159+164.8% | $5,451+199.1% | $6,396+155.0% |
| Admin fee / account holder | $24,510 | $16,880+45.2% | $14,497+69.1% | $12,562+95.1% |