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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 | $110,375 | $135,956-18.8% | $123,894-10.9% | $273,972-59.7% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 8.23% | 56.63%-48.4pp | 47.52%-39.3pp | 41.46%-33.2pp |
| Employer contribution / active EE | $2,115 | $5,170-59.1% | $4,617-54.2% | $4,869-56.6% |
| Participant deferral / active EE | $6,926 | $6,343+9.2% | $5,984+15.7% | $5,287+31.0% |
| Admin fee / account holder | $545 | $9,817-94.4% | $8,357-93.5% | $10,133-94.6% |