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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 | $93,058 | $174,379-46.6% | $152,093-38.8% | $138,895-33.0% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 15.94% | 74.86%-58.9pp | 66.36%-50.4pp | 145.39%-129.5pp |
| Employer contribution / active EE | $1,131 | $4,652-75.7% | $4,175-72.9% | $4,194-73.0% |
| Participant deferral / active EE | $9,223 | $6,159+49.7% | $5,451+69.2% | $6,396+44.2% |
| Admin fee / account holder | $8,122 | $16,880-51.9% | $14,497-44.0% | $12,562-35.3% |