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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 | $117,375 | $127,273-7.8% | $109,895+6.8% | $167,518-29.9% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.2%+11.5pp | 82.1%+3.6pp |
| Annual return | 14.87% | 22.97%-8.1pp | 29.46%-14.6pp | 478.71%-463.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,843-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $4,698 | $4,515+4.0% | $4,049+16.0% | $6,342-25.9% |
| Admin fee / account holder | $8,737 | $7,117+22.8% | $6,067+44.0% | $12,312-29.0% |