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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 | $84,360 | $148,629-43.2% | $135,982-38.0% | $139,487-39.5% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 16.01% | 79.33%-63.3pp | 68.32%-52.3pp | 373.84%-357.8pp |
| Employer contribution / active EE | $3,529 | $5,247-32.7% | $4,859-27.4% | $4,755-25.8% |
| Participant deferral / active EE | $6,847 | $8,102-15.5% | $7,760-11.8% | $6,713+2.0% |
| Admin fee / account holder | $2,900 | $12,406-76.6% | $10,767-73.1% | $11,407-74.6% |