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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 | $85,016 | $89,259-4.8% | $107,187-20.7% | $82,637+2.9% |
| Participation rate | 75.0% | 67.9%+7.1pp | 75.0%0pp | 68.1%+6.9pp |
| Annual return | 14.56% | 21.02%-6.5pp | 204.55%-190.0pp | 53.51%-38.9pp |
| Employer contribution / active EE | $885 | $3,080-71.3% | $3,782-76.6% | $2,552-65.3% |
| Participant deferral / active EE | $5,961 | $4,037+47.6% | $5,096+17.0% | $4,126+44.5% |
| Admin fee / account holder | $5,348 | $7,381-27.6% | $9,162-41.6% | $7,339-27.1% |