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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 | $74,080 | $174,379-57.5% | $152,093-51.3% | $138,895-46.7% |
| Participation rate | 88.9% | 81.6%+7.2pp | 77.8%+11.1pp | 79.9%+9.0pp |
| Annual return | 16.18% | 74.86%-58.7pp | 66.36%-50.2pp | 145.39%-129.2pp |
| Employer contribution / active EE | $1,514 | $4,652-67.5% | $4,175-63.7% | $4,194-63.9% |
| Participant deferral / active EE | $4,415 | $6,159-28.3% | $5,451-19.0% | $6,396-31.0% |
| Admin fee / account holder | $1,083 | $16,880-93.6% | $14,497-92.5% | $12,562-91.4% |