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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 | $72,019 | $165,361-56.4% | $149,715-51.9% | $158,950-54.7% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 19.17% | 348.24%-329.1pp | 276.66%-257.5pp | 302.91%-283.7pp |
| Employer contribution / active EE | $8,265 | $5,103+61.9% | $4,645+77.9% | $4,762+73.6% |
| Participant deferral / active EE | $4,511 | $7,182-37.2% | $6,842-34.1% | $5,983-24.6% |
| Admin fee / account holder | $1,153 | $10,808-89.3% | $9,310-87.6% | $11,248-89.8% |