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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 | $50,550 | $129,737-61.0% | $119,126-57.6% | $154,746-67.3% |
| Participation rate | 85.7% | 78.9%+6.9pp | 75.8%+10.0pp | 80.7%+5.0pp |
| Annual return | 13.14% | 379.08%-365.9pp | 282.11%-269.0pp | 172.34%-159.2pp |
| Employer contribution / active EE | $3,475 | $4,375-20.6% | $4,034-13.8% | $4,379-20.6% |
| Participant deferral / active EE | $6,333 | $5,842+8.4% | $5,318+19.1% | $6,730-5.9% |
| Admin fee / account holder | $2,014 | $11,961-83.2% | $10,693-81.2% | $14,365-86.0% |