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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 | $119,612 | $154,228-22.4% | $145,433-17.8% | $137,256-12.9% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.7pp | 80.0%+12.9pp |
| Annual return | 17.94% | 74.59%-56.6pp | 66.58%-48.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $8,461 | $4,804+76.1% | $4,554+85.8% | $4,156+103.6% |
| Participant deferral / active EE | $13,280 | $8,216+61.6% | $7,897+68.2% | $6,407+107.3% |
| Admin fee / account holder | $1,685 | $14,344-88.3% | $13,129-87.2% | $12,270-86.3% |