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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 | $62,761 | $156,398-59.9% | $147,318-57.4% | $138,895-54.8% |
| Participation rate | 78.3% | 83.8%-5.5pp | 82.1%-3.8pp | 79.9%-1.7pp |
| Annual return | 18.12% | 78.75%-60.6pp | 70.43%-52.3pp | 145.39%-127.3pp |
| Employer contribution / active EE | $2,037 | $4,853-58.0% | $4,593-55.7% | $4,194-51.4% |
| Participant deferral / active EE | $7,901 | $8,237-4.1% | $7,906-0.1% | $6,396+23.5% |
| Admin fee / account holder | $928 | $14,976-93.8% | $13,708-93.2% | $12,562-92.6% |