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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 | $118,555 | $154,228-23.1% | $145,433-18.5% | $137,256-13.6% |
| Participation rate | 82.6% | 83.8%-1.2pp | 82.1%+0.5pp | 80.0%+2.6pp |
| Annual return | 18.42% | 74.59%-56.2pp | 66.58%-48.2pp | 220.34%-201.9pp |
| Employer contribution / active EE | $3,960 | $4,804-17.6% | $4,554-13.1% | $4,156-4.7% |
| Participant deferral / active EE | $10,159 | $8,216+23.6% | $7,897+28.6% | $6,407+58.6% |
| Admin fee / account holder | $2,246 | $14,344-84.3% | $13,129-82.9% | $12,270-81.7% |