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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 | $77,940 | $174,379-55.3% | $152,093-48.8% | $138,895-43.9% |
| Participation rate | 93.3% | 81.6%+11.7pp | 77.8%+15.6pp | 79.9%+13.4pp |
| Annual return | 16.40% | 74.86%-58.5pp | 66.36%-50.0pp | 145.39%-129.0pp |
| Employer contribution / active EE | $1,390 | $4,652-70.1% | $4,175-66.7% | $4,194-66.9% |
| Participant deferral / active EE | $4,163 | $6,159-32.4% | $5,451-23.6% | $6,396-34.9% |
| Admin fee / account holder | $2,520 | $16,880-85.1% | $14,497-82.6% | $12,562-79.9% |