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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 | $42,137 | $162,136-74.0% | $152,301-72.3% | $154,746-72.8% |
| Participation rate | 76.5% | 84.1%-7.6pp | 82.4%-6.0pp | 80.7%-4.2pp |
| Annual return | 14.84% | 91.02%-76.2pp | 80.50%-65.7pp | 172.34%-157.5pp |
| Employer contribution / active EE | $3,818 | $4,890-21.9% | $4,624-17.4% | $4,379-12.8% |
| Participant deferral / active EE | $8,390 | $8,341+0.6% | $8,004+4.8% | $6,730+24.7% |
| Admin fee / account holder | $5,039 | $15,759-68.0% | $14,398-65.0% | $14,365-64.9% |