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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 | $83,767 | $178,174-53.0% | $156,181-46.4% | $137,256-39.0% |
| Participation rate | 70.6% | 82.0%-11.4pp | 78.8%-8.2pp | 80.0%-9.4pp |
| Annual return | 20.86% | 84.19%-63.3pp | 64.87%-44.0pp | 220.34%-199.5pp |
| Employer contribution / active EE | $7,008 | $4,972+41.0% | $4,294+63.2% | $4,156+68.6% |
| Participant deferral / active EE | $4,846 | $6,888-29.6% | $6,132-21.0% | $6,407-24.4% |
| Admin fee / account holder | $739 | $17,404-95.8% | $14,586-94.9% | $12,270-94.0% |