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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 | $137,211 | $196,972-30.3% | $182,262-24.7% | $198,609-30.9% |
| Participation rate | 81.0% | 85.7%-4.7pp | 84.2%-3.3pp | 82.4%-1.4pp |
| Annual return | 16.59% | 158.27%-141.7pp | 140.60%-124.0pp | 202.70%-186.1pp |
| Employer contribution / active EE | $4,214 | $5,364-21.4% | $5,046-16.5% | $5,055-16.6% |
| Participant deferral / active EE | $7,981 | $8,643-7.7% | $8,276-3.6% | $6,977+14.4% |
| Admin fee / account holder | $7,926 | $18,429-57.0% | $16,712-52.6% | $19,030-58.4% |