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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 | $128,186 | $185,312-30.8% | $161,489-20.6% | $154,746-17.2% |
| Participation rate | 91.7% | 82.5%+9.2pp | 78.7%+13.0pp | 80.7%+11.0pp |
| Annual return | 16.29% | 103.84%-87.5pp | 89.72%-73.4pp | 172.34%-156.0pp |
| Employer contribution / active EE | $7,148 | $4,769+49.9% | $4,268+67.5% | $4,379+63.2% |
| Participant deferral / active EE | $5,314 | $6,350-16.3% | $5,630-5.6% | $6,730-21.0% |
| Admin fee / account holder | $3,463 | $18,654-81.4% | $16,006-78.4% | $14,365-75.9% |