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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 | $83,596 | $155,555-46.3% | $146,866-43.1% | $155,188-46.1% |
| Participation rate | 94.4% | 84.0%+10.5pp | 82.5%+11.9pp | 80.8%+13.6pp |
| Annual return | 16.04% | 115.41%-99.4pp | 102.85%-86.8pp | 148.84%-132.8pp |
| Employer contribution / active EE | $5,114 | $4,647+10.1% | $4,425+15.6% | $4,248+20.4% |
| Participant deferral / active EE | $11,243 | $8,044+39.8% | $7,759+44.9% | $6,531+72.2% |
| Admin fee / account holder | $355 | $14,755-97.6% | $13,620-97.4% | $14,480-97.6% |