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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 | $111,635 | $212,386-47.4% | $199,883-44.2% | $138,895-19.6% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.8%+0.7pp | 79.9%+7.6pp |
| Annual return | 19.03% | 47.75%-28.7pp | 43.81%-24.8pp | 145.39%-126.4pp |
| Employer contribution / active EE | $4,434 | $6,625-33.1% | $6,261-29.2% | $4,194+5.7% |
| Participant deferral / active EE | $5,903 | $9,617-38.6% | $9,138-35.4% | $6,396-7.7% |
| Admin fee / account holder | $4,252 | $18,233-76.7% | $17,268-75.4% | $12,562-66.2% |