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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 | $164,684 | $211,224-22.0% | $178,505-7.7% | $145,897+12.9% |
| Participation rate | 91.3% | 80.8%+10.5pp | 77.1%+14.2pp | 80.3%+11.0pp |
| Annual return | 13.26% | 30.28%-17.0pp | 27.16%-13.9pp | 552.29%-539.0pp |
| Employer contribution / active EE | $9,277 | $4,577+102.7% | $3,955+134.6% | $4,663+99.0% |
| Participant deferral / active EE | $4,826 | $6,966-30.7% | $6,280-23.2% | $6,689-27.9% |
| Admin fee / account holder | $21,218 | $12,109+75.2% | $10,428+103.5% | $13,390+58.5% |