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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 | $87,550 | $172,111-49.1% | $150,298-41.7% | $137,256-36.2% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 16.07% | 69.37%-53.3pp | 62.79%-46.7pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,615 | $4,636-43.6% | $4,154-37.0% | $4,156-37.1% |
| Participant deferral / active EE | $10,328 | $6,166+67.5% | $5,453+89.4% | $6,407+61.2% |
| Admin fee / account holder | $488 | $16,471-97.0% | $14,116-96.5% | $12,270-96.0% |