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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 | $42,102 | $202,463-79.2% | $169,397-75.1% | $139,487-69.8% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.2%+2.8pp | 80.3%-0.3pp |
| Annual return | 17.00% | 532.64%-515.6pp | 406.23%-389.2pp | 373.84%-356.8pp |
| Employer contribution / active EE | $2,097 | $4,694-55.3% | $4,013-47.7% | $4,755-55.9% |
| Participant deferral / active EE | $8,878 | $6,941+27.9% | $6,223+42.7% | $6,713+32.3% |
| Admin fee / account holder | $7,328 | $10,726-31.7% | $9,017-18.7% | $11,407-35.8% |