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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 | $139,338 | $228,352-39.0% | $185,835-25.0% | $158,966-12.3% |
| Participation rate | 86.7% | 82.3%+4.4pp | 78.0%+8.6pp | 82.0%+4.7pp |
| Annual return | 15.98% | 40.81%-24.8pp | 35.96%-20.0pp | 302.95%-287.0pp |
| Employer contribution / active EE | $9,345 | $4,967+88.2% | $4,087+128.6% | $4,762+96.2% |
| Participant deferral / active EE | $14,479 | $6,416+125.7% | $5,633+157.0% | $5,983+142.0% |
| Admin fee / account holder | $4,404 | $11,867-62.9% | $9,502-53.7% | $11,250-60.9% |