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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 | $124,868 | $162,785-23.3% | $133,959-6.8% | $158,950-21.4% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | 17.02% | 41.94%-24.9pp | 45.09%-28.1pp | 302.91%-285.9pp |
| Employer contribution / active EE | $3,592 | $4,975-27.8% | $3,919-8.3% | $4,762-24.6% |
| Participant deferral / active EE | $8,786 | $5,910+48.7% | $5,047+74.1% | $5,983+46.9% |
| Admin fee / account holder | $35,550 | $11,738+202.9% | $8,928+298.2% | $11,248+216.0% |