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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 | $76,113 | $90,486-15.9% | $78,676-3.3% | $273,972-72.2% |
| Participation rate | 91.7% | 76.5%+15.1pp | 73.6%+18.1pp | 83.0%+8.7pp |
| Annual return | 3.68% | 75.62%-71.9pp | 62.19%-58.5pp | 41.46%-37.8pp |
| Employer contribution / active EE | $2,028 | $3,175-36.1% | $2,850-28.8% | $4,869-58.3% |
| Participant deferral / active EE | $5,394 | $3,901+38.2% | $3,517+53.4% | $5,287+2.0% |
| Admin fee / account holder | $506 | $5,263-90.4% | $4,510-88.8% | $10,133-95.0% |