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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 | $124,306 | $176,120-29.4% | $159,487-22.1% | $167,553-25.8% |
| Participation rate | 92.9% | 85.0%+7.9pp | 82.8%+10.0pp | 82.1%+10.7pp |
| Annual return | 11.70% | 331.95%-320.2pp | 263.71%-252.0pp | 478.89%-467.2pp |
| Employer contribution / active EE | $1,243 | $5,299-76.5% | $4,831-74.3% | $4,840-74.3% |
| Participant deferral / active EE | $6,047 | $7,752-22.0% | $7,354-17.8% | $6,343-4.7% |
| Admin fee / account holder | $438 | $12,561-96.5% | $10,804-95.9% | $12,316-96.4% |