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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 | $125,169 | $154,228-18.8% | $145,433-13.9% | $137,256-8.8% |
| Participation rate | 94.7% | 83.8%+10.9pp | 82.1%+12.6pp | 80.0%+14.8pp |
| Annual return | 18.48% | 74.59%-56.1pp | 66.58%-48.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $8,737 | $4,804+81.9% | $4,554+91.8% | $4,156+110.2% |
| Participant deferral / active EE | $9,862 | $8,216+20.0% | $7,897+24.9% | $6,407+53.9% |
| Admin fee / account holder | $10,736 | $14,344-25.2% | $13,129-18.2% | $12,270-12.5% |