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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 | $74,352 | $172,111-56.8% | $150,298-50.5% | $137,256-45.8% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 17.72% | 69.37%-51.7pp | 62.79%-45.1pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,177 | $4,636-74.6% | $4,154-71.7% | $4,156-71.7% |
| Participant deferral / active EE | $5,036 | $6,166-18.3% | $5,453-7.6% | $6,407-21.4% |
| Admin fee / account holder | $488 | $16,471-97.0% | $14,116-96.5% | $12,270-96.0% |