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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 | $77,888 | $110,379-29.4% | $102,412-23.9% | $145,884-46.6% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 11.29% | 24.84%-13.6pp | 24.94%-13.7pp | 551.85%-540.6pp |
| Employer contribution / active EE | $4,846 | $4,216+14.9% | $3,870+25.2% | $4,662+3.9% |
| Participant deferral / active EE | $8,538 | $5,622+51.9% | $5,060+68.7% | $6,690+27.6% |
| Admin fee / account holder | $7,925 | $9,745-18.7% | $8,388-5.5% | $13,392-40.8% |