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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 | $114,927 | $254,759-54.9% | $216,567-46.9% | $198,609-42.1% |
| Participation rate | 75.0% | 84.5%-9.5pp | 81.6%-6.6pp | 82.4%-7.4pp |
| Annual return | 14.93% | 10.04%+4.9pp | 12.94%+2.0pp | 202.70%-187.8pp |
| Employer contribution / active EE | $2,427 | $6,096-60.2% | $5,216-53.5% | $5,055-52.0% |
| Participant deferral / active EE | $8,998 | $6,948+29.5% | $6,191+45.4% | $6,977+29.0% |
| Admin fee / account holder | $1,118 | $26,311-95.7% | $21,981-94.9% | $19,030-94.1% |