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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 | $96,650 | $154,228-37.3% | $145,433-33.5% | $137,256-29.6% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 33.98% | 74.59%-40.6pp | 66.58%-32.6pp | 220.34%-186.4pp |
| Employer contribution / active EE | $5,372 | $4,804+11.8% | $4,554+18.0% | $4,156+29.3% |
| Participant deferral / active EE | $15,453 | $8,216+88.1% | $7,897+95.7% | $6,407+141.2% |
| Admin fee / account holder | $7,079 | $14,344-50.6% | $13,129-46.1% | $12,270-42.3% |