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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 | $98,083 | $155,555-36.9% | $146,866-33.2% | $155,188-36.8% |
| Participation rate | 92.3% | 84.0%+8.4pp | 82.5%+9.8pp | 80.8%+11.5pp |
| Annual return | 19.35% | 115.41%-96.1pp | 102.85%-83.5pp | 148.84%-129.5pp |
| Employer contribution / active EE | $3,674 | $4,647-20.9% | $4,425-17.0% | $4,248-13.5% |
| Participant deferral / active EE | $10,647 | $8,044+32.4% | $7,759+37.2% | $6,531+63.0% |
| Admin fee / account holder | $14,705 | $14,755-0.3% | $13,620+8.0% | $14,480+1.6% |