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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 | $144,866 | $105,158+37.8% | $94,672+53.0% | $139,487+3.9% |
| Participation rate | 78.3% | 82.4%-4.1pp | 80.8%-2.6pp | 80.3%-2.1pp |
| Annual return | 14.41% | 38.11%-23.7pp | 156.89%-142.5pp | 373.84%-359.4pp |
| Employer contribution / active EE | $1,163 | $4,107-71.7% | $3,673-68.3% | $4,755-75.5% |
| Participant deferral / active EE | $9,228 | $7,599+21.4% | $7,417+24.4% | $6,713+37.5% |
| Admin fee / account holder | $9,038 | $8,972+0.7% | $7,222+25.1% | $11,407-20.8% |