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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 | $96,002 | $211,288-54.6% | $178,540-46.2% | $145,884-34.2% |
| Participation rate | 90.0% | 80.8%+9.2pp | 77.1%+12.9pp | 80.3%+9.7pp |
| Annual return | 12.19% | 30.27%-18.1pp | 27.15%-15.0pp | 551.85%-539.7pp |
| Employer contribution / active EE | $2,760 | $4,574-39.7% | $3,953-30.2% | $4,662-40.8% |
| Participant deferral / active EE | $6,056 | $6,967-13.1% | $6,281-3.6% | $6,690-9.5% |
| Admin fee / account holder | $1,240 | $12,105-89.8% | $10,424-88.1% | $13,392-90.7% |