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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 | $101,061 | $167,415-39.6% | $140,514-28.1% | $198,609-49.1% |
| Participation rate | 80.0% | 80.9%-0.9pp | 77.8%+2.2pp | 82.4%-2.4pp |
| Annual return | 20.07% | 13.85%+6.2pp | 14.36%+5.7pp | 202.70%-182.6pp |
| Employer contribution / active EE | $7,824 | $4,088+91.4% | $3,378+131.6% | $5,055+54.8% |
| Participant deferral / active EE | $16,282 | $5,579+191.8% | $4,919+231.0% | $6,977+133.4% |
| Admin fee / account holder | $487 | $16,730-97.1% | $13,697-96.4% | $19,030-97.4% |