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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 | $132,152 | $165,399-20.1% | $149,745-11.7% | $158,982-16.9% |
| Participation rate | 95.2% | 84.6%+10.7pp | 82.5%+12.8pp | 82.0%+13.3pp |
| Annual return | 19.48% | 348.34%-328.9pp | 276.72%-257.2pp | 302.99%-283.5pp |
| Employer contribution / active EE | $8,281 | $5,105+62.2% | $4,646+78.3% | $4,763+73.9% |
| Participant deferral / active EE | $16,485 | $7,183+129.5% | $6,843+140.9% | $5,983+175.5% |
| Admin fee / account holder | $7,662 | $10,811-29.1% | $9,312-17.7% | $11,252-31.9% |