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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 | $121,882 | $165,381-26.3% | $149,730-18.6% | $158,966-23.3% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 21.13% | 348.29%-327.2pp | 276.70%-255.6pp | 302.95%-281.8pp |
| Employer contribution / active EE | $5,836 | $5,104+14.3% | $4,645+25.6% | $4,762+22.5% |
| Participant deferral / active EE | $6,670 | $7,182-7.1% | $6,843-2.5% | $5,983+11.5% |
| Admin fee / account holder | $13,310 | $10,809+23.1% | $9,310+43.0% | $11,250+18.3% |