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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 | $132,453 | $154,228-14.1% | $145,433-8.9% | $137,256-3.5% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 15.31% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $6,276 | $4,804+30.6% | $4,554+37.8% | $4,156+51.0% |
| Participant deferral / active EE | $13,308 | $8,216+62.0% | $7,897+68.5% | $6,407+107.7% |
| Admin fee / account holder | $1,419 | $14,344-90.1% | $13,129-89.2% | $12,270-88.4% |