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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 | $113,553 | $185,312-38.7% | $161,489-29.7% | $154,746-26.6% |
| Participation rate | 76.9% | 82.5%-5.5pp | 78.7%-1.8pp | 80.7%-3.8pp |
| Annual return | 16.43% | 103.84%-87.4pp | 89.72%-73.3pp | 172.34%-155.9pp |
| Employer contribution / active EE | $1,884 | $4,769-60.5% | $4,268-55.9% | $4,379-57.0% |
| Participant deferral / active EE | $5,331 | $6,350-16.0% | $5,630-5.3% | $6,730-20.8% |
| Admin fee / account holder | $2,383 | $18,654-87.2% | $16,006-85.1% | $14,365-83.4% |