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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 | $57,638 | $154,228-62.6% | $145,433-60.4% | $137,256-58.0% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 21.96% | 74.59%-52.6pp | 66.58%-44.6pp | 220.34%-198.4pp |
| Employer contribution / active EE | $12,751 | $4,804+165.4% | $4,554+180.0% | $4,156+206.8% |
| Participant deferral / active EE | $7,949 | $8,216-3.3% | $7,897+0.6% | $6,407+24.1% |
| Admin fee / account holder | $347 | $14,344-97.6% | $13,129-97.4% | $12,270-97.2% |