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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 | $59,225 | $110,410-46.4% | $102,437-42.2% | $145,897-59.4% |
| Participation rate | 92.9% | 77.9%+14.9pp | 74.5%+18.3pp | 80.3%+12.6pp |
| Annual return | 13.00% | 24.85%-11.8pp | 24.95%-11.9pp | 552.29%-539.3pp |
| Employer contribution / active EE | $2,811 | $4,217-33.3% | $3,871-27.4% | $4,663-39.7% |
| Participant deferral / active EE | $7,667 | $5,622+36.4% | $5,060+51.5% | $6,689+14.6% |
| Admin fee / account holder | $1,199 | $9,745-87.7% | $8,388-85.7% | $13,390-91.0% |