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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 | $105,198 | $154,228-31.8% | $145,433-27.7% | $137,256-23.4% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 16.96% | 74.59%-57.6pp | 66.58%-49.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $4,016 | $4,804-16.4% | $4,554-11.8% | $4,156-3.4% |
| Participant deferral / active EE | $7,645 | $8,216-7.0% | $7,897-3.2% | $6,407+19.3% |
| Admin fee / account holder | $18,864 | $14,344+31.5% | $13,129+43.7% | $12,270+53.7% |