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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 | $128,610 | $157,276-18.2% | $141,177-8.9% | $152,885-15.9% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.5%+9.2pp |
| Annual return | 21.52% | 64.33%-42.8pp | 71.40%-49.9pp | 345.39%-323.9pp |
| Employer contribution / active EE | $4,315 | $5,262-18.0% | $4,736-8.9% | $4,763-9.4% |
| Participant deferral / active EE | $8,077 | $7,110+13.6% | $6,710+20.4% | $5,851+38.1% |
| Admin fee / account holder | $17,024 | $12,123+40.4% | $10,263+65.9% | $11,598+46.8% |