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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 | $73,010 | $184,014-60.3% | $161,149-54.7% | $138,895-47.4% |
| Participation rate | 92.3% | 82.1%+10.2pp | 78.8%+13.5pp | 79.9%+12.4pp |
| Annual return | 10.21% | 21.52%-11.3pp | 21.16%-10.9pp | 145.39%-135.2pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,918 | $6,909-57.8% | $6,153-52.6% | $6,396-54.4% |
| Admin fee / account holder | $5,773 | $18,027-68.0% | $15,194-62.0% | $12,562-54.0% |