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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 | $128,935 | $223,823-42.4% | $211,142-38.9% | $154,746-16.7% |
| Participation rate | 83.3% | 87.9%-4.5pp | 87.3%-4.0pp | 80.7%+2.6pp |
| Annual return | 15.03% | 50.39%-35.4pp | 46.84%-31.8pp | 172.34%-157.3pp |
| Employer contribution / active EE | $2,616 | $6,787-61.5% | $6,442-59.4% | $4,379-40.3% |
| Participant deferral / active EE | $9,928 | $9,750+1.8% | $9,284+6.9% | $6,730+47.5% |
| Admin fee / account holder | $561 | $19,707-97.2% | $19,076-97.1% | $14,365-96.1% |