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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 | $81,593 | $86,298-5.5% | $111,308-26.7% | $85,847-5.0% |
| Participation rate | 94.4% | 73.3%+21.1pp | 77.3%+17.1pp | 69.3%+25.1pp |
| Annual return | 12.54% | 19.99%-7.5pp | 54.67%-42.1pp | 318.61%-306.1pp |
| Employer contribution / active EE | $738 | $2,044-63.9% | $2,732-73.0% | $2,565-71.2% |
| Participant deferral / active EE | $5,987 | $3,641+64.4% | $4,487+33.4% | $3,952+51.5% |
| Admin fee / account holder | $2,739 | $8,189-66.5% | $7,965-65.6% | $6,261-56.2% |