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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 | $124,304 | $185,312-32.9% | $161,489-23.0% | $154,746-19.7% |
| Participation rate | 71.4% | 82.5%-11.0pp | 78.7%-7.3pp | 80.7%-9.3pp |
| Annual return | 12.68% | 103.84%-91.2pp | 89.72%-77.0pp | 172.34%-159.7pp |
| Employer contribution / active EE | $2,733 | $4,769-42.7% | $4,268-36.0% | $4,379-37.6% |
| Participant deferral / active EE | $5,771 | $6,350-9.1% | $5,630+2.5% | $6,730-14.2% |
| Admin fee / account holder | $999 | $18,654-94.6% | $16,006-93.8% | $14,365-93.0% |