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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 | $103,580 | $129,737-20.2% | $119,126-13.1% | $154,746-33.1% |
| Participation rate | 90.9% | 78.9%+12.1pp | 75.8%+15.1pp | 80.7%+10.2pp |
| Annual return | 28.76% | 379.08%-350.3pp | 282.11%-253.3pp | 172.34%-143.6pp |
| Employer contribution / active EE | $4,438 | $4,375+1.4% | $4,034+10.0% | $4,379+1.3% |
| Participant deferral / active EE | $8,574 | $5,842+46.8% | $5,318+61.2% | $6,730+27.4% |
| Admin fee / account holder | $2,639 | $11,961-77.9% | $10,693-75.3% | $14,365-81.6% |