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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 | $72,907 | $73,988-1.5% | $96,538-24.5% | $75,177-3.0% |
| Participation rate | 96.5% | 66.4%+30.1pp | 74.3%+22.1pp | 67.2%+29.3pp |
| Annual return | 19.02% | 26.73%-7.7pp | 35.74%-16.7pp | 160.75%-141.7pp |
| Employer contribution / active EE | $3,387 | $2,930+15.6% | $3,740-9.4% | $2,671+26.8% |
| Participant deferral / active EE | $6,934 | $3,660+89.4% | $4,880+42.1% | $4,126+68.0% |
| Admin fee / account holder | $2,281 | $5,220-56.3% | $6,737-66.1% | $5,651-59.6% |