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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 | $65,292 | $178,174-63.4% | $156,181-58.2% | $137,256-52.4% |
| Participation rate | 78.9% | 82.0%-3.1pp | 78.8%+0.1pp | 80.0%-1.0pp |
| Annual return | 17.72% | 84.19%-66.5pp | 64.87%-47.2pp | 220.34%-202.6pp |
| Employer contribution / active EE | $5,811 | $4,972+16.9% | $4,294+35.3% | $4,156+39.8% |
| Participant deferral / active EE | $7,765 | $6,888+12.7% | $6,132+26.6% | $6,407+21.2% |
| Admin fee / account holder | $1,009 | $17,404-94.2% | $14,586-93.1% | $12,270-91.8% |