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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 | $111,749 | $115,225-3.0% | $100,712+11.0% | $138,895-19.5% |
| Participation rate | 89.5% | 74.3%+15.1pp | 69.3%+20.2pp | 79.9%+9.6pp |
| Annual return | 18.55% | 40.35%-21.8pp | 33.27%-14.7pp | 145.39%-126.8pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,729 | $4,699+0.6% | $4,085+15.8% | $6,396-26.1% |
| Admin fee / account holder | $2,002 | $10,844-81.5% | $9,256-78.4% | $12,562-84.1% |