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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 | $84,466 | $48,364+74.6% | $71,796+17.6% | $62,881+34.3% |
| Participation rate | 84.6% | 60.6%+24.0pp | 69.1%+15.5pp | 69.3%+15.3pp |
| Annual return | 8.36% | 13.16%-4.8pp | 78.04%-69.7pp | 20.14%-11.8pp |
| Employer contribution / active EE | $901 | $1,042-13.6% | $1,924-53.2% | $2,281-60.5% |
| Participant deferral / active EE | $5,300 | $2,091+153.4% | $2,794+89.6% | $3,203+65.5% |
| Admin fee / account holder | $13,263 | $3,771+251.7% | $4,815+175.5% | $4,296+208.8% |