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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 | $88,653 | $107,666-17.7% | $102,184-13.2% | $154,746-42.7% |
| Participation rate | 76.9% | 83.7%-6.8pp | 82.6%-5.7pp | 80.7%-3.8pp |
| Annual return | 13.92% | 29.33%-15.4pp | 31.58%-17.7pp | 172.34%-158.4pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,161 | $8,719+5.1% | $8,309+10.3% | $6,730+36.1% |
| Admin fee / account holder | $1,051 | $12,943-91.9% | $11,609-90.9% | $14,365-92.7% |