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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 | $56,841 | $228,352-75.1% | $185,827-69.4% | $158,950-64.2% |
| Participation rate | 77.8% | 82.3%-4.5pp | 78.0%-0.3pp | 82.0%-4.2pp |
| Annual return | 17.19% | 40.81%-23.6pp | 35.96%-18.8pp | 302.91%-285.7pp |
| Employer contribution / active EE | $1,380 | $4,967-72.2% | $4,087-66.2% | $4,762-71.0% |
| Participant deferral / active EE | $6,741 | $6,416+5.1% | $5,633+19.7% | $5,983+12.7% |
| Admin fee / account holder | $1,364 | $11,867-88.5% | $9,502-85.6% | $11,248-87.9% |