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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 | $100,888 | $124,314-18.8% | $109,163-7.6% | $167,518-39.8% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | 13.47% | 26.04%-12.6pp | 25.75%-12.3pp | 478.71%-465.2pp |
| Employer contribution / active EE | $3,107 | $4,209-26.2% | $3,723-16.5% | $4,838-35.8% |
| Participant deferral / active EE | $8,343 | $5,256+58.7% | $4,654+79.3% | $6,342+31.6% |
| Admin fee / account holder | $29,880 | $7,973+274.8% | $6,754+342.4% | $12,312+142.7% |