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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 | $159,411 | $101,795+56.6% | $165,100-3.4% | $80,959+96.9% |
| Participation rate | 76.7% | 71.8%+4.9pp | 78.6%-1.9pp | 67.7%+9.1pp |
| Annual return | 13.87% | 16.73%-2.9pp | 70.21%-56.3pp | 35.67%-21.8pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,138 | $4,476+37.1% | $6,035+1.7% | $4,300+42.7% |
| Admin fee / account holder | $2,003 | $8,221-75.6% | $12,696-84.2% | $6,925-71.1% |