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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 | $85,223 | $90,509-5.8% | $78,693+8.3% | $273,968-68.9% |
| Participation rate | 84.6% | 76.5%+8.1pp | 73.6%+11.1pp | 83.0%+1.6pp |
| Annual return | 5.68% | 75.61%-69.9pp | 62.18%-56.5pp | 41.45%-35.8pp |
| Employer contribution / active EE | $769 | $3,175-75.8% | $2,850-73.0% | $4,869-84.2% |
| Participant deferral / active EE | $2,645 | $3,901-32.2% | $3,517-24.8% | $5,287-50.0% |
| Admin fee / account holder | $14,562 | $5,264+176.6% | $4,511+222.8% | $10,132+43.7% |