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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 | $94,807 | $135,956-30.3% | $123,894-23.5% | $273,972-65.4% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 15.28% | 56.63%-41.4pp | 47.52%-32.2pp | 41.46%-26.2pp |
| Employer contribution / active EE | $5,420 | $5,170+4.8% | $4,617+17.4% | $4,869+11.3% |
| Participant deferral / active EE | $13,940 | $6,343+119.8% | $5,984+133.0% | $5,287+163.7% |
| Admin fee / account holder | $4,057 | $9,817-58.7% | $8,357-51.4% | $10,133-60.0% |