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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 | $109,964 | $114,119-3.6% | $107,187+2.6% | $138,895-20.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 79.9%-4.9pp |
| Annual return | 16.87% | 273.21%-256.3pp | 204.55%-187.7pp | 145.39%-128.5pp |
| Employer contribution / active EE | $2,758 | $4,059-32.0% | $3,782-27.1% | $4,194-34.2% |
| Participant deferral / active EE | $4,603 | $5,538-16.9% | $5,096-9.7% | $6,396-28.0% |
| Admin fee / account holder | $1,809 | $10,024-82.0% | $9,162-80.3% | $12,562-85.6% |